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 3-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 | $30,989 | $177,572-82.5% | $154,803-80.0% | $142,382-78.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 11.58% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,445 | $4,810-70.0% | $4,305-66.4% | $4,299-66.4% |
| Participant deferral / active EE | $7,215 | $6,272+15.0% | $5,540+30.2% | $6,507+10.9% |
| Admin fee / account holder | $782 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |