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 4-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 | $31,078 | $159,602-80.5% | $150,045-79.3% | $142,382-78.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 23.07% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,026 | $4,961-39.0% | $4,693-35.5% | $4,299-29.6% |
| Participant deferral / active EE | $6,795 | $8,310-18.2% | $7,997-15.0% | $6,507+4.4% |
| Admin fee / account holder | $698 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |