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 | $29,624 | $114,381-74.1% | $107,525-72.4% | $142,382-79.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 22.23% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,285 | $4,015-18.2% | $3,754-12.5% | $4,299-23.6% |
| Participant deferral / active EE | $4,477 | $5,564-19.5% | $5,116-12.5% | $6,507-31.2% |
| Admin fee / account holder | $1,052 | $9,860-89.3% | $8,919-88.2% | $12,624-91.7% |