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 7-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 | $29,362 | $157,256-81.3% | $141,162-79.2% | $152,861-80.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 27.39% | 64.32%-36.9pp | 71.39%-44.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,697 | $5,261-67.7% | $4,735-64.2% | $4,762-64.4% |
| Participant deferral / active EE | $5,634 | $7,109-20.8% | $6,709-16.0% | $5,850-3.7% |
| Admin fee / account holder | $561 | $12,120-95.4% | $10,261-94.5% | $11,596-95.2% |