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 | $30,225 | $159,602-81.1% | $150,045-79.9% | $142,382-78.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 65.13% | 70.24%-5.1pp | 62.55%+2.6pp | 217.08%-151.9pp |
| Employer contribution / active EE | $2,678 | $4,961-46.0% | $4,693-42.9% | $4,299-37.7% |
| Participant deferral / active EE | $5,780 | $8,310-30.4% | $7,997-27.7% | $6,507-11.2% |
| Admin fee / account holder | $4,419 | $14,846-70.2% | $13,435-67.1% | $12,624-65.0% |