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 | $33,681 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 15.26% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,725 | $4,810-1.8% | $4,305+9.7% | $4,299+9.9% |
| Participant deferral / active EE | $8,572 | $6,272+36.7% | $5,540+54.7% | $6,507+31.7% |
| Admin fee / account holder | $499 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |