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 | $34,039 | $177,572-80.8% | $154,803-78.0% | $142,382-76.1% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 20.26% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,935 | $4,810-59.8% | $4,305-55.0% | $4,299-55.0% |
| Participant deferral / active EE | $4,526 | $6,272-27.8% | $5,540-18.3% | $6,507-30.4% |
| Admin fee / account holder | $418 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |