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 3-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 | $37,426 | $74,888-50.0% | $71,209-47.4% | $142,382-73.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.99% | 345.14%-323.2pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,863 | $2,854-34.7% | $2,721-31.5% | $4,299-56.7% |
| Participant deferral / active EE | $6,695 | $4,454+50.3% | $4,175+60.3% | $6,507+2.9% |
| Admin fee / account holder | $625 | $5,568-88.8% | $5,349-88.3% | $12,624-95.1% |