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 | $34,547 | $109,881-68.6% | $150,045-77.0% | $84,808-59.3% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 28.13% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $4,818 | $3,561+35.3% | $4,693+2.7% | $2,631+83.1% |
| Participant deferral / active EE | $11,624 | $6,636+75.2% | $7,997+45.4% | $4,212+176.0% |
| Admin fee / account holder | $589 | $8,568-93.1% | $13,435-95.6% | $7,344-92.0% |