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 6-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 | $32,594 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,541 | $4,961-8.5% | $4,693-3.2% | $4,299+5.6% |
| Participant deferral / active EE | $7,006 | $8,310-15.7% | $7,997-12.4% | $6,507+7.7% |
| Admin fee / account holder | $1,361 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |