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 | $38,981 | $165,335-76.4% | $149,696-74.0% | $158,922-75.5% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 16.05% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,110 | $5,103-39.1% | $4,644-33.0% | $4,761-34.7% |
| Participant deferral / active EE | $7,980 | $7,181+11.1% | $6,842+16.6% | $5,982+33.4% |
| Admin fee / account holder | $601 | $10,807-94.4% | $9,309-93.5% | $11,246-94.7% |