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 | $37,299 | $114,381-67.4% | $107,525-65.3% | $142,382-73.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.75% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,798 | $4,015-55.2% | $3,754-52.1% | $4,299-58.2% |
| Participant deferral / active EE | $9,937 | $5,564+78.6% | $5,116+94.3% | $6,507+52.7% |
| Admin fee / account holder | $642 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |