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 | $14,309 | $105,126-86.4% | $94,646-84.9% | $139,434-89.7% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 38.04% | 38.03%0pp | 156.71%-118.7pp | 372.94%-334.9pp |
| Employer contribution / active EE | $3,746 | $4,106-8.8% | $3,672+2.0% | $4,751-21.1% |
| Participant deferral / active EE | $4,916 | $7,599-35.3% | $7,418-33.7% | $6,710-26.7% |
| Admin fee / account holder | $1,181 | $8,984-86.9% | $7,231-83.7% | $11,403-89.6% |