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 6-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 | $37,972 | $214,378-82.3% | $200,582-81.1% | $142,382-73.3% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 23.08% | 46.41%-23.3pp | 42.33%-19.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,641 | $6,841-46.8% | $6,419-43.3% | $4,299-15.3% |
| Participant deferral / active EE | $6,844 | $9,865-30.6% | $9,331-26.7% | $6,507+5.2% |
| Admin fee / account holder | $554 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |