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 8-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 | $35,635 | $176,056-79.8% | $159,436-77.6% | $167,490-78.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.54% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,546 | $5,297-33.1% | $4,829-26.6% | $4,837-26.7% |
| Participant deferral / active EE | $7,213 | $7,750-6.9% | $7,352-1.9% | $6,341+13.8% |
| Admin fee / account holder | $397 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |