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 | $30,616 | $214,378-85.7% | $200,582-84.7% | $142,382-78.5% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 21.73% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,109 | $6,841-69.2% | $6,419-67.1% | $4,299-50.9% |
| Participant deferral / active EE | $5,273 | $9,865-46.6% | $9,331-43.5% | $6,507-19.0% |
| Admin fee / account holder | $694 | $17,692-96.1% | $16,305-95.7% | $12,624-94.5% |