See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,429 | $127,065-77.6% | $113,168-74.9% | $142,382-80.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 11.26% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,373 | $3,442-31.1% | $2,975-20.2% | $4,299-44.8% |
| Participant deferral / active EE | $3,110 | $5,716-45.6% | $5,107-39.1% | $6,507-52.2% |
| Admin fee / account holder | $676 | $15,736-95.7% | $12,068-94.4% | $12,624-94.6% |