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 5-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 | $32,379 | $114,381-71.7% | $107,525-69.9% | $142,382-77.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 18.28% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,272 | $4,015-43.4% | $3,754-39.5% | $4,299-47.2% |
| Participant deferral / active EE | $6,070 | $5,564+9.1% | $5,116+18.7% | $6,507-6.7% |
| Admin fee / account holder | $510 | $9,860-94.8% | $8,919-94.3% | $12,624-96.0% |