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 | $28,717 | $177,572-83.8% | $154,803-81.4% | $142,382-79.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.75% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,450 | $4,810-69.8% | $4,305-66.3% | $4,299-66.3% |
| Participant deferral / active EE | $6,210 | $6,272-1.0% | $5,540+12.1% | $6,507-4.6% |
| Admin fee / account holder | $3,516 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |