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 3-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 | $35,184 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 28.21% | 65.07%-36.9pp | 58.88%-30.7pp | 217.08%-188.9pp |
| Employer contribution / active EE | $4,005 | $4,810-16.8% | $4,305-7.0% | $4,299-6.8% |
| Participant deferral / active EE | $5,634 | $6,272-10.2% | $5,540+1.7% | $6,507-13.4% |
| Admin fee / account holder | $410 | $16,786-97.6% | $14,329-97.1% | $12,624-96.8% |