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 | $31,610 | $177,572-82.2% | $154,803-79.6% | $142,382-77.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 22.32% | 65.07%-42.7pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,548 | $4,810-67.8% | $4,305-64.0% | $4,299-64.0% |
| Participant deferral / active EE | $4,764 | $6,272-24.0% | $5,540-14.0% | $6,507-26.8% |
| Admin fee / account holder | $923 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |