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 | $33,395 | $104,974-68.2% | $95,585-65.1% | $142,382-76.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 18.81% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $811 | $2,779-70.8% | $2,527-67.9% | $4,299-81.1% |
| Participant deferral / active EE | $4,496 | $4,352+3.3% | $4,023+11.8% | $6,507-30.9% |
| Admin fee / account holder | $424 | $6,386-93.4% | $6,127-93.1% | $12,624-96.6% |