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 7-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 | $34,317 | $177,572-80.7% | $154,803-77.8% | $142,382-75.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 19.07% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,407 | $4,810-50.0% | $4,305-44.1% | $4,299-44.0% |
| Participant deferral / active EE | $4,378 | $6,272-30.2% | $5,540-21.0% | $6,507-32.7% |
| Admin fee / account holder | $1,082 | $16,786-93.6% | $14,329-92.4% | $12,624-91.4% |