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 | $32,345 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 21.74% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,903 | $4,810-39.7% | $4,305-32.6% | $4,299-32.5% |
| Participant deferral / active EE | $5,913 | $6,272-5.7% | $5,540+6.7% | $6,507-9.1% |
| Admin fee / account holder | $3,908 | $16,786-76.7% | $14,329-72.7% | $12,624-69.0% |