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 4-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 | $28,694 | $99,918-71.3% | $81,382-64.7% | $145,922-80.3% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.5%+12.9pp | 80.3%+2.1pp |
| Annual return | 8.65% | 34.32%-25.7pp | 24.73%-16.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,538 | $2,978-14.8% | $2,463+3.1% | $4,660-45.5% |
| Participant deferral / active EE | $3,671 | $4,605-20.3% | $3,883-5.4% | $6,688-45.1% |
| Admin fee / account holder | $1,764 | $8,212-78.5% | $5,768-69.4% | $13,397-86.8% |