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 4-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 | $37,193 | $177,572-79.1% | $154,803-76.0% | $142,382-73.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.51% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,342 | $4,810-51.3% | $4,305-45.6% | $4,299-45.5% |
| Participant deferral / active EE | $3,899 | $6,272-37.8% | $5,540-29.6% | $6,507-40.1% |
| Admin fee / account holder | $2,030 | $16,786-87.9% | $14,329-85.8% | $12,624-83.9% |