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 | $34,719 | $214,378-83.8% | $200,582-82.7% | $142,382-75.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 25.13% | 46.41%-21.3pp | 42.33%-17.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $6,166 | $6,841-9.9% | $6,419-3.9% | $4,299+43.4% |
| Participant deferral / active EE | $5,576 | $9,865-43.5% | $9,331-40.2% | $6,507-14.3% |
| Admin fee / account holder | $915 | $17,692-94.8% | $16,305-94.4% | $12,624-92.7% |