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 | $30,914 | $179,726-82.8% | $156,263-80.2% | $142,382-78.3% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 20.30% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,308 | $5,069-34.7% | $4,333-23.7% | $4,299-23.1% |
| Participant deferral / active EE | $6,600 | $6,956-5.1% | $6,158+7.2% | $6,507+1.4% |
| Admin fee / account holder | $1,703 | $17,272-90.1% | $14,255-88.1% | $12,624-86.5% |