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 | $29,492 | $117,983-75.0% | $101,794-71.0% | $142,382-79.3% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 26.83% | 36.92%-10.1pp | 30.53%-3.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,818 | $2,773+1.6% | $2,289+23.1% | $4,299-34.5% |
| Participant deferral / active EE | $9,145 | $4,714+94.0% | $4,084+123.9% | $6,507+40.5% |
| Admin fee / account holder | $1,476 | $10,433-85.9% | $8,777-83.2% | $12,624-88.3% |