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 | $41,808 | $148,534-71.9% | $135,903-69.2% | $139,434-70.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.75% | 79.19%-54.4pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,949 | $5,243-43.8% | $4,856-39.3% | $4,751-37.9% |
| Participant deferral / active EE | $7,715 | $8,100-4.8% | $7,758-0.6% | $6,710+15.0% |
| Admin fee / account holder | $342 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |