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 3-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 | $34,487 | $177,572-80.6% | $154,803-77.7% | $142,382-75.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 24.92% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,961 | $4,810-38.4% | $4,305-31.2% | $4,299-31.1% |
| Participant deferral / active EE | $4,449 | $6,272-29.1% | $5,540-19.7% | $6,507-31.6% |
| Admin fee / account holder | $636 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |