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 | $29,269 | $100,773-71.0% | $88,946-67.1% | $142,382-79.4% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 20.29% | 70.18%-49.9pp | 57.82%-37.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,302 | $2,918-55.4% | $2,555-49.0% | $4,299-69.7% |
| Participant deferral / active EE | $5,601 | $5,230+7.1% | $4,581+22.3% | $6,507-13.9% |
| Admin fee / account holder | $2,918 | $9,693-69.9% | $8,261-64.7% | $12,624-76.9% |