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 4-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 | $28,549 | $74,888-61.9% | $71,209-59.9% | $142,382-79.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 20.22% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,356 | $2,854+17.6% | $2,721+23.3% | $4,299-21.9% |
| Participant deferral / active EE | $5,804 | $4,454+30.3% | $4,175+39.0% | $6,507-10.8% |
| Admin fee / account holder | $1,455 | $5,568-73.9% | $5,349-72.8% | $12,624-88.5% |