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 | $35,864 | $183,519-80.5% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 21.18% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,558 | $5,313-51.9% | $4,672-45.3% | $4,660-45.1% |
| Participant deferral / active EE | $5,824 | $6,462-9.9% | $5,626+3.5% | $6,688-12.9% |
| Admin fee / account holder | $1,148 | $19,313-94.1% | $15,912-92.8% | $13,397-91.4% |