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 | $30,746 | $177,572-82.7% | $154,803-80.1% | $142,382-78.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 17.69% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,200 | $4,810-54.3% | $4,305-48.9% | $4,299-48.8% |
| Participant deferral / active EE | $5,754 | $6,272-8.3% | $5,540+3.9% | $6,507-11.6% |
| Admin fee / account holder | $435 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |