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 | $31,489 | $183,519-82.8% | $155,509-79.8% | $145,922-78.4% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 12.98% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,861 | $5,313-46.1% | $4,672-38.8% | $4,660-38.6% |
| Participant deferral / active EE | $7,046 | $6,462+9.0% | $5,626+25.2% | $6,688+5.4% |
| Admin fee / account holder | $427 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |