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 | $35,525 | $158,398-77.6% | $126,539-71.9% | $142,382-75.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 241.16% | 593.76%-352.6pp | 425.95%-184.8pp | 217.08%+24.1pp |
| Employer contribution / active EE | $2,750 | $4,650-40.9% | $3,674-25.2% | $4,299-36.0% |
| Participant deferral / active EE | $3,262 | $4,767-31.6% | $4,083-20.1% | $6,507-49.9% |
| Admin fee / account holder | $2,005 | $6,918-71.0% | $6,065-66.9% | $12,624-84.1% |