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 | $32,011 | $214,378-85.1% | $200,582-84.0% | $142,382-77.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 22.32% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,347 | $6,841-21.9% | $6,419-16.7% | $4,299+24.4% |
| Participant deferral / active EE | $8,884 | $9,865-9.9% | $9,331-4.8% | $6,507+36.5% |
| Admin fee / account holder | $1,066 | $17,692-94.0% | $16,305-93.5% | $12,624-91.6% |