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 | $32,887 | $177,572-81.5% | $154,803-78.8% | $142,382-76.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 15.43% | 65.07%-49.6pp | 58.88%-43.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,096 | $4,810-35.6% | $4,305-28.1% | $4,299-28.0% |
| Participant deferral / active EE | $10,483 | $6,272+67.1% | $5,540+89.2% | $6,507+61.1% |
| Admin fee / account holder | $1,403 | $16,786-91.6% | $14,329-90.2% | $12,624-88.9% |