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 | $38,204 | $117,983-67.6% | $101,794-62.5% | $142,382-73.2% |
| Participation rate | 70.8% | 74.2%-3.4pp | 69.2%+1.6pp | 80.1%-9.3pp |
| Annual return | 18.63% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,105 | $2,773-60.2% | $2,289-51.7% | $4,299-74.3% |
| Participant deferral / active EE | $2,274 | $4,714-51.8% | $4,084-44.3% | $6,507-65.1% |
| Admin fee / account holder | $610 | $10,433-94.2% | $8,777-93.1% | $12,624-95.2% |