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 | $33,015 | $209,411-84.2% | $178,490-81.5% | $158,922-79.2% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 13.83% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,561 | $5,706-37.6% | $5,011-28.9% | $4,761-25.2% |
| Participant deferral / active EE | $5,010 | $5,954-15.9% | $5,202-3.7% | $5,982-16.2% |
| Admin fee / account holder | $719 | $17,074-95.8% | $13,984-94.9% | $11,246-93.6% |