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 | $30,155 | $114,381-73.6% | $107,525-72.0% | $142,382-78.8% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 44.81% | 242.71%-197.9pp | 181.32%-136.5pp | 217.08%-172.3pp |
| Employer contribution / active EE | $3,760 | $4,015-6.3% | $3,754+0.2% | $4,299-12.5% |
| Participant deferral / active EE | $5,405 | $5,564-2.9% | $5,116+5.6% | $6,507-16.9% |
| Admin fee / account holder | $508 | $9,860-94.8% | $8,919-94.3% | $12,624-96.0% |