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 | $29,737 | $159,602-81.4% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 32.34% | 70.24%-37.9pp | 62.55%-30.2pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,442 | $4,961-30.6% | $4,693-26.7% | $4,299-19.9% |
| Participant deferral / active EE | $5,658 | $8,310-31.9% | $7,997-29.3% | $6,507-13.1% |
| Admin fee / account holder | $984 | $14,846-93.4% | $13,435-92.7% | $12,624-92.2% |