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 3-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 | $23,353 | $106,584-78.1% | $101,326-77.0% | $142,382-83.6% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 128.95% | 36.93%+92.0pp | 36.82%+92.1pp | 217.08%-88.1pp |
| Employer contribution / active EE | $4,119 | $3,956+4.1% | $3,665+12.4% | $4,299-4.2% |
| Participant deferral / active EE | $7,019 | $8,297-15.4% | $7,994-12.2% | $6,507+7.9% |
| Admin fee / account holder | $2,525 | $11,446-77.9% | $11,185-77.4% | $12,624-80.0% |