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 | $32,240 | $111,754-71.2% | $103,333-68.8% | $145,922-77.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 20.73% | 24.77%-4.0pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $4,085 | $4,212-3.0% | $3,868+5.6% | $4,660-12.3% |
| Participant deferral / active EE | $8,019 | $5,619+42.7% | $5,057+58.5% | $6,688+19.9% |
| Admin fee / account holder | $3,243 | $9,750-66.7% | $8,355-61.2% | $13,397-75.8% |