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 | $30,286 | $90,348-66.5% | $75,972-60.1% | $145,922-79.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.22% | 620.88%-608.7pp | 359.55%-347.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,496 | $3,311+5.6% | $2,685+30.2% | $4,660-25.0% |
| Participant deferral / active EE | $5,399 | $5,162+4.6% | $4,255+26.9% | $6,688-19.3% |
| Admin fee / account holder | $959 | $8,467-88.7% | $6,467-85.2% | $13,397-92.8% |