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 | $29,700 | $159,602-81.4% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 29.65% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,848 | $4,961-62.8% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $8,883 | $8,310+6.9% | $7,997+11.1% | $6,507+36.5% |
| Admin fee / account holder | $390 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |