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 10-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 | $31,868 | $157,256-79.7% | $141,162-77.4% | $152,861-79.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 16.40% | 64.32%-47.9pp | 71.39%-55.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,388 | $5,261-35.6% | $4,735-28.5% | $4,762-28.9% |
| Participant deferral / active EE | $5,787 | $7,109-18.6% | $6,709-13.7% | $5,850-1.1% |
| Admin fee / account holder | $470 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |