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 | $20,489 | $110,257-81.4% | $96,544-78.8% | $139,434-85.3% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 28.70% | 26.32%+2.4pp | 25.84%+2.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $3,963 | $3,620+9.5% | $2,965+33.7% | $4,751-16.6% |
| Participant deferral / active EE | $6,475 | $5,548+16.7% | $4,851+33.5% | $6,710-3.5% |
| Admin fee / account holder | $401 | $11,591-96.5% | $8,252-95.1% | $11,403-96.5% |