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 | $29,202 | $159,602-81.7% | $150,045-80.5% | $142,382-79.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 26.39% | 70.24%-43.8pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,362 | $4,961-52.4% | $4,693-49.7% | $4,299-45.1% |
| Participant deferral / active EE | $7,643 | $8,310-8.0% | $7,997-4.4% | $6,507+17.5% |
| Admin fee / account holder | $2,308 | $14,846-84.5% | $13,435-82.8% | $12,624-81.7% |