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 6-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 | $33,015 | $159,602-79.3% | $150,045-78.0% | $142,382-76.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 23.80% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,731 | $4,961-44.9% | $4,693-41.8% | $4,299-36.5% |
| Participant deferral / active EE | $5,032 | $8,310-39.4% | $7,997-37.1% | $6,507-22.7% |
| Admin fee / account holder | $1,304 | $14,846-91.2% | $13,435-90.3% | $12,624-89.7% |