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 7-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 | $31,222 | $177,572-82.4% | $154,803-79.8% | $142,382-78.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.66% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,649 | $4,810-65.7% | $4,305-61.7% | $4,299-61.7% |
| Participant deferral / active EE | $4,419 | $6,272-29.5% | $5,540-20.2% | $6,507-32.1% |
| Admin fee / account holder | $396 | $16,786-97.6% | $14,329-97.2% | $12,624-96.9% |