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 10-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 | $36,428 | $127,264-71.4% | $109,895-66.9% | $167,490-78.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 31.19% | 22.97%+8.2pp | 29.45%+1.7pp | 478.56%-447.4pp |
| Employer contribution / active EE | $4,164 | $3,322+25.3% | $2,842+46.5% | $4,837-13.9% |
| Participant deferral / active EE | $5,160 | $4,514+14.3% | $4,048+27.5% | $6,341-18.6% |
| Admin fee / account holder | $679 | $7,114-90.5% | $6,066-88.8% | $12,309-94.5% |