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 | $29,279 | $93,571-68.7% | $135,903-78.5% | $75,163-61.0% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 35.87% | 30.90%+5.0pp | 68.23%-32.4pp | 160.62%-124.7pp |
| Employer contribution / active EE | $4,868 | $3,537+37.6% | $4,856+0.2% | $2,670+82.3% |
| Participant deferral / active EE | $11,743 | $6,404+83.4% | $7,758+51.4% | $4,125+184.7% |
| Admin fee / account holder | $1,452 | $6,975-79.2% | $10,762-86.5% | $5,651-74.3% |