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 | $31,268 | $157,256-80.1% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.4%-0.1pp |
| Annual return | 22.93% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,870 | $5,261-64.5% | $4,735-60.5% | $4,762-60.7% |
| Participant deferral / active EE | $5,687 | $7,109-20.0% | $6,709-15.2% | $5,850-2.8% |
| Admin fee / account holder | $449 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |