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 4-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 | $30,847 | $159,602-80.7% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 22.55% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,125 | $4,961-57.2% | $4,693-54.7% | $4,299-50.6% |
| Participant deferral / active EE | $5,447 | $8,310-34.4% | $7,997-31.9% | $6,507-16.3% |
| Admin fee / account holder | $1,425 | $14,846-90.4% | $13,435-89.4% | $12,624-88.7% |