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 | $34,921 | $106,584-67.2% | $101,326-65.5% | $142,382-75.5% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 29.92% | 36.93%-7.0pp | 36.82%-6.9pp | 217.08%-187.2pp |
| Employer contribution / active EE | $5,309 | $3,956+34.2% | $3,665+44.9% | $4,299+23.5% |
| Participant deferral / active EE | $13,588 | $8,297+63.8% | $7,994+70.0% | $6,507+108.8% |
| Admin fee / account holder | $6,715 | $11,446-41.3% | $11,185-40.0% | $12,624-46.8% |