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 | $35,760 | $106,515-66.4% | $96,683-63.0% | $139,434-74.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.80% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,764 | $4,103-57.0% | $3,737-52.8% | $4,751-62.9% |
| Participant deferral / active EE | $4,897 | $5,454-10.2% | $4,878+0.4% | $6,710-27.0% |
| Admin fee / account holder | $340 | $7,877-95.7% | $6,730-94.9% | $11,403-97.0% |