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 3-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 | $33,076 | $214,378-84.6% | $200,582-83.5% | $142,382-76.8% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 105.34% | 46.41%+58.9pp | 42.33%+63.0pp | 217.08%-111.7pp |
| Employer contribution / active EE | $2,157 | $6,841-68.5% | $6,419-66.4% | $4,299-49.8% |
| Participant deferral / active EE | $6,160 | $9,865-37.6% | $9,331-34.0% | $6,507-5.3% |
| Admin fee / account holder | $2,055 | $17,692-88.4% | $16,305-87.4% | $12,624-83.7% |