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 | $41,023 | $159,602-74.3% | $150,045-72.7% | $142,382-71.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.63% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,451 | $4,961-50.6% | $4,693-47.8% | $4,299-43.0% |
| Participant deferral / active EE | $6,266 | $8,310-24.6% | $7,997-21.6% | $6,507-3.7% |
| Admin fee / account holder | $507 | $14,846-96.6% | $13,435-96.2% | $12,624-96.0% |