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 5-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 | $31,855 | $177,572-82.1% | $154,803-79.4% | $142,382-77.6% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 17.34% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,022 | $4,810-58.0% | $4,305-53.0% | $4,299-53.0% |
| Participant deferral / active EE | $3,434 | $6,272-45.2% | $5,540-38.0% | $6,507-47.2% |
| Admin fee / account holder | $1,928 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |