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 5-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 | $35,171 | $111,724-68.5% | $93,606-62.4% | $145,922-75.9% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 11.41% | 202.98%-191.6pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $724 | $3,090-76.6% | $2,420-70.1% | $4,660-84.5% |
| Participant deferral / active EE | $2,601 | $4,912-47.0% | $4,411-41.0% | $6,688-61.1% |
| Admin fee / account holder | $543 | $10,250-94.7% | $8,285-93.4% | $13,397-95.9% |