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 | $43,318 | $175,202-75.3% | $149,673-71.1% | $139,434-68.9% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 22.81% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $4,190 | $5,474-23.5% | $4,818-13.0% | $4,751-11.8% |
| Participant deferral / active EE | $9,946 | $6,519+52.6% | $5,680+75.1% | $6,710+48.2% |
| Admin fee / account holder | $395 | $16,150-97.6% | $13,210-97.0% | $11,403-96.5% |