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 | $42,508 | $159,602-73.4% | $150,045-71.7% | $142,382-70.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 23.92% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,551 | $4,961-28.4% | $4,693-24.3% | $4,299-17.4% |
| Participant deferral / active EE | $8,705 | $8,310+4.8% | $7,997+8.9% | $6,507+33.8% |
| Admin fee / account holder | $1,284 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |