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 | $31,871 | $95,266-66.5% | $82,389-61.3% | $142,382-77.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 16.27% | 25.74%-9.5pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,508 | $2,991+50.7% | $2,517+79.1% | $4,299+4.9% |
| Participant deferral / active EE | $4,223 | $4,809-12.2% | $4,155+1.6% | $6,507-35.1% |
| Admin fee / account holder | $991 | $8,563-88.4% | $7,231-86.3% | $12,624-92.1% |