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 | $33,426 | $148,534-77.5% | $135,903-75.4% | $139,434-76.0% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 19.57% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $5,425 | $5,243+3.5% | $4,856+11.7% | $4,751+14.2% |
| Participant deferral / active EE | $7,449 | $8,100-8.0% | $7,758-4.0% | $6,710+11.0% |
| Admin fee / account holder | $1,328 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |