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 | $27,028 | $185,822-85.5% | $169,993-84.1% | $139,434-80.6% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 33.91% | 60.50%-26.6pp | 53.37%-19.5pp | 372.94%-339.0pp |
| Employer contribution / active EE | $4,633 | $7,590-39.0% | $6,785-31.7% | $4,751-2.5% |
| Participant deferral / active EE | $10,791 | $11,622-7.1% | $10,408+3.7% | $6,710+60.8% |
| Admin fee / account holder | $1,182 | $15,381-92.3% | $12,815-90.8% | $11,403-89.6% |