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 6-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 | $40,217 | $201,272-80.0% | $184,203-78.2% | $145,922-72.4% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 14.95% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,771 | $7,022-60.5% | $6,427-56.9% | $4,660-40.5% |
| Participant deferral / active EE | $6,429 | $9,806-34.4% | $9,131-29.6% | $6,688-3.9% |
| Admin fee / account holder | $1,789 | $16,364-89.1% | $13,901-87.1% | $13,397-86.6% |