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 4-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 | $45,827 | $177,572-74.2% | $154,803-70.4% | $142,382-67.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.78% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,563 | $4,810-25.9% | $4,305-17.2% | $4,299-17.1% |
| Participant deferral / active EE | $8,006 | $6,272+27.6% | $5,540+44.5% | $6,507+23.0% |
| Admin fee / account holder | $10,444 | $16,786-37.8% | $14,329-27.1% | $12,624-17.3% |