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 | $39,032 | $127,065-69.3% | $113,168-65.5% | $142,382-72.6% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 18.71% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,014 | $3,442-41.5% | $2,975-32.3% | $4,299-53.2% |
| Participant deferral / active EE | $3,044 | $5,716-46.7% | $5,107-40.4% | $6,507-53.2% |
| Admin fee / account holder | $1,603 | $15,736-89.8% | $12,068-86.7% | $12,624-87.3% |