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 | $36,522 | $114,381-68.1% | $107,525-66.0% | $142,382-74.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 20.54% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,902 | $4,015-52.6% | $3,754-49.3% | $4,299-55.8% |
| Participant deferral / active EE | $4,816 | $5,564-13.4% | $5,116-5.9% | $6,507-26.0% |
| Admin fee / account holder | $507 | $9,860-94.9% | $8,919-94.3% | $12,624-96.0% |