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 6-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 | $35,412 | $110,257-67.9% | $96,544-63.3% | $139,434-74.6% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 19.36% | 26.32%-7.0pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,458 | $3,620-59.7% | $2,965-50.8% | $4,751-69.3% |
| Participant deferral / active EE | $4,323 | $5,548-22.1% | $4,851-10.9% | $6,710-35.6% |
| Admin fee / account holder | $435 | $11,591-96.2% | $8,252-94.7% | $11,403-96.2% |