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 | $30,806 | $179,726-82.9% | $156,263-80.3% | $142,382-78.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 24.57% | 77.86%-53.3pp | 59.47%-34.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,924 | $5,069-22.6% | $4,333-9.4% | $4,299-8.7% |
| Participant deferral / active EE | $8,540 | $6,956+22.8% | $6,158+38.7% | $6,507+31.2% |
| Admin fee / account holder | $7,335 | $17,272-57.5% | $14,255-48.5% | $12,624-41.9% |