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 | $28,723 | $159,602-82.0% | $150,045-80.9% | $142,382-79.8% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 19.94% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,562 | $4,961-68.5% | $4,693-66.7% | $4,299-63.7% |
| Participant deferral / active EE | $3,445 | $8,310-58.5% | $7,997-56.9% | $6,507-47.1% |
| Admin fee / account holder | $464 | $14,846-96.9% | $13,435-96.5% | $12,624-96.3% |