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 | $29,841 | $114,381-73.9% | $107,525-72.2% | $142,382-79.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 17.47% | 242.71%-225.2pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $8,267 | $4,015+105.9% | $3,754+120.3% | $4,299+92.3% |
| Participant deferral / active EE | $3,604 | $5,564-35.2% | $5,116-29.5% | $6,507-44.6% |
| Admin fee / account holder | $861 | $9,860-91.3% | $8,919-90.4% | $12,624-93.2% |