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 | $35,028 | $133,922-73.8% | $116,228-69.9% | $142,382-75.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 21.36% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,367 | $3,446-31.3% | $2,994-20.9% | $4,299-44.9% |
| Participant deferral / active EE | $3,479 | $5,672-38.7% | $4,953-29.8% | $6,507-46.5% |
| Admin fee / account holder | $437 | $14,945-97.1% | $11,989-96.4% | $12,624-96.5% |