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 8-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 | $37,253 | $93,571-60.2% | $135,903-72.6% | $75,163-50.4% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 32.00% | 30.90%+1.1pp | 68.23%-36.2pp | 160.62%-128.6pp |
| Employer contribution / active EE | $2,527 | $3,537-28.5% | $4,856-48.0% | $2,670-5.3% |
| Participant deferral / active EE | $10,317 | $6,404+61.1% | $7,758+33.0% | $4,125+150.1% |
| Admin fee / account holder | $2,368 | $6,975-66.0% | $10,762-78.0% | $5,651-58.1% |