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 9-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 | $35,528 | $114,381-68.9% | $107,525-67.0% | $142,382-75.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.56% | 242.71%-224.1pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,912 | $4,015-52.4% | $3,754-49.1% | $4,299-55.5% |
| Participant deferral / active EE | $3,346 | $5,564-39.9% | $5,116-34.6% | $6,507-48.6% |
| Admin fee / account holder | $660 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |