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 | $30,654 | $165,984-81.5% | $164,813-81.4% | $145,922-79.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 17.13% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,148 | $5,273-40.3% | $4,341-27.5% | $4,660-32.4% |
| Participant deferral / active EE | $9,438 | $6,959+35.6% | $6,031+56.5% | $6,688+41.1% |
| Admin fee / account holder | $700 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |