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 | $33,114 | $133,922-75.3% | $116,228-71.5% | $142,382-76.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.71% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,156 | $3,446-66.4% | $2,994-61.4% | $4,299-73.1% |
| Participant deferral / active EE | $4,319 | $5,672-23.9% | $4,953-12.8% | $6,507-33.6% |
| Admin fee / account holder | $340 | $14,945-97.7% | $11,989-97.2% | $12,624-97.3% |