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 | $34,339 | $148,534-76.9% | $135,903-74.7% | $139,434-75.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 22.79% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,675 | $5,243-68.1% | $4,856-65.5% | $4,751-64.7% |
| Participant deferral / active EE | $9,002 | $8,100+11.1% | $7,758+16.0% | $6,710+34.2% |
| Admin fee / account holder | $2,085 | $12,400-83.2% | $10,762-80.6% | $11,403-81.7% |