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 | $34,644 | $172,478-79.9% | $145,661-76.2% | $142,382-75.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.2%+10.3pp | 80.1%+7.4pp |
| Annual return | 17.80% | 151.09%-133.3pp | 101.46%-83.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,695 | $4,899-24.6% | $4,238-12.8% | $4,299-14.1% |
| Participant deferral / active EE | $5,760 | $8,348-31.0% | $7,198-20.0% | $6,507-11.5% |
| Admin fee / account holder | $4,470 | $16,864-73.5% | $12,466-64.1% | $12,624-64.6% |