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 | $29,431 | $93,571-68.5% | $135,903-78.3% | $75,163-60.8% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 31.64% | 30.90%+0.7pp | 68.23%-36.6pp | 160.62%-129.0pp |
| Employer contribution / active EE | $3,475 | $3,537-1.7% | $4,856-28.4% | $2,670+30.2% |
| Participant deferral / active EE | $4,397 | $6,404-31.3% | $7,758-43.3% | $4,125+6.6% |
| Admin fee / account holder | $947 | $6,975-86.4% | $10,762-91.2% | $5,651-83.2% |