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 | $34,200 | $159,602-78.6% | $150,045-77.2% | $142,382-76.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.96% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,435 | $4,961-10.6% | $4,693-5.5% | $4,299+3.2% |
| Participant deferral / active EE | $6,569 | $8,310-21.0% | $7,997-17.9% | $6,507+1.0% |
| Admin fee / account holder | $2,909 | $14,846-80.4% | $13,435-78.3% | $12,624-77.0% |