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 | $29,207 | $177,572-83.6% | $154,803-81.1% | $142,382-79.5% |
| Participation rate | 73.9% | 82.1%-8.1pp | 78.1%-4.2pp | 80.1%-6.2pp |
| Annual return | 22.10% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,089 | $4,810-35.8% | $4,305-28.3% | $4,299-28.2% |
| Participant deferral / active EE | $3,466 | $6,272-44.7% | $5,540-37.4% | $6,507-46.7% |
| Admin fee / account holder | $565 | $16,786-96.6% | $14,329-96.1% | $12,624-95.5% |