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 10-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 | $32,660 | $159,602-79.5% | $150,045-78.2% | $142,382-77.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.95% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,491 | $4,961-49.8% | $4,693-46.9% | $4,299-42.0% |
| Participant deferral / active EE | $4,542 | $8,310-45.3% | $7,997-43.2% | $6,507-30.2% |
| Admin fee / account holder | $1,591 | $14,846-89.3% | $13,435-88.2% | $12,624-87.4% |