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 | $33,234 | $74,888-55.6% | $71,209-53.3% | $142,382-76.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 22.77% | 345.14%-322.4pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,648 | $2,854-42.3% | $2,721-39.4% | $4,299-61.7% |
| Participant deferral / active EE | $10,078 | $4,454+126.2% | $4,175+141.4% | $6,507+54.9% |
| Admin fee / account holder | $986 | $5,568-82.3% | $5,349-81.6% | $12,624-92.2% |