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 | $29,547 | $109,881-73.1% | $150,045-80.3% | $84,808-65.2% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 69.49% | 28.25%+41.2pp | 62.55%+6.9pp | 40.90%+28.6pp |
| Employer contribution / active EE | $2,395 | $3,561-32.7% | $4,693-49.0% | $2,631-9.0% |
| Participant deferral / active EE | $5,866 | $6,636-11.6% | $7,997-26.6% | $4,212+39.3% |
| Admin fee / account holder | $651 | $8,568-92.4% | $13,435-95.2% | $7,344-91.1% |