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 | $56,893 | $106,584-46.6% | $101,326-43.9% | $142,382-60.0% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 23.75% | 36.93%-13.2pp | 36.82%-13.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $6,293 | $3,956+59.1% | $3,665+71.7% | $4,299+46.4% |
| Participant deferral / active EE | $11,363 | $8,297+37.0% | $7,994+42.1% | $6,507+74.6% |
| Admin fee / account holder | $301 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |