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 6-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 | $27,491 | $148,534-81.5% | $135,903-79.8% | $139,434-80.3% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 33.74% | 79.19%-45.5pp | 68.23%-34.5pp | 372.94%-339.2pp |
| Employer contribution / active EE | $1,677 | $5,243-68.0% | $4,856-65.5% | $4,751-64.7% |
| Participant deferral / active EE | $5,716 | $8,100-29.4% | $7,758-26.3% | $6,710-14.8% |
| Admin fee / account holder | $404 | $12,400-96.7% | $10,762-96.3% | $11,403-96.5% |