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 | $29,299 | $106,584-72.5% | $101,326-71.1% | $142,382-79.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 21.38% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,246 | $3,956-68.5% | $3,665-66.0% | $4,299-71.0% |
| Participant deferral / active EE | $11,568 | $8,297+39.4% | $7,994+44.7% | $6,507+77.8% |
| Admin fee / account holder | $2,563 | $11,446-77.6% | $11,185-77.1% | $12,624-79.7% |