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 8-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 | $33,096 | $214,378-84.6% | $200,582-83.5% | $142,382-76.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 24.18% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,682 | $6,841-75.4% | $6,419-73.8% | $4,299-60.9% |
| Participant deferral / active EE | $5,463 | $9,865-44.6% | $9,331-41.5% | $6,507-16.0% |
| Admin fee / account holder | $452 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |