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 | $32,821 | $228,332-85.6% | $185,823-82.3% | $158,922-79.3% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 12.24% | 40.80%-28.6pp | 35.95%-23.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,793 | $4,967-43.8% | $4,087-31.7% | $4,761-41.3% |
| Participant deferral / active EE | $5,353 | $6,415-16.5% | $5,632-4.9% | $5,982-10.5% |
| Admin fee / account holder | $7,627 | $11,864-35.7% | $9,500-19.7% | $11,246-32.2% |