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 | $31,756 | $73,933-57.0% | $96,683-67.2% | $75,163-57.8% |
| Participation rate | 84.6% | 66.4%+18.2pp | 74.3%+10.3pp | 67.2%+17.4pp |
| Annual return | 20.20% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,751 | $2,928-40.2% | $3,737-53.1% | $2,670-34.4% |
| Participant deferral / active EE | $3,196 | $3,659-12.7% | $4,878-34.5% | $4,125-22.5% |
| Admin fee / account holder | $635 | $5,216-87.8% | $6,730-90.6% | $5,651-88.8% |