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 | $27,026 | $159,602-83.1% | $150,045-82.0% | $142,382-81.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 23.43% | 70.24%-46.8pp | 62.55%-39.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $5,144 | $4,961+3.7% | $4,693+9.6% | $4,299+19.7% |
| Participant deferral / active EE | $6,444 | $8,310-22.5% | $7,997-19.4% | $6,507-1.0% |
| Admin fee / account holder | $611 | $14,846-95.9% | $13,435-95.4% | $12,624-95.2% |