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 3-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 | $29,341 | $177,572-83.5% | $154,803-81.0% | $142,382-79.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.47% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,741 | $4,810-43.0% | $4,305-36.3% | $4,299-36.2% |
| Participant deferral / active EE | $5,477 | $6,272-12.7% | $5,540-1.1% | $6,507-15.8% |
| Admin fee / account holder | $528 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |