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 | $36,304 | $114,381-68.3% | $107,525-66.2% | $142,382-74.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 20.17% | 242.71%-222.5pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,015 | $4,015-24.9% | $3,754-19.7% | $4,299-29.9% |
| Participant deferral / active EE | $8,523 | $5,564+53.2% | $5,116+66.6% | $6,507+31.0% |
| Admin fee / account holder | $4,538 | $9,860-54.0% | $8,919-49.1% | $12,624-64.1% |