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 | $41,355 | $159,602-74.1% | $150,045-72.4% | $142,382-71.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.03% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,171 | $4,961-56.2% | $4,693-53.7% | $4,299-49.5% |
| Participant deferral / active EE | $5,454 | $8,310-34.4% | $7,997-31.8% | $6,507-16.2% |
| Admin fee / account holder | $887 | $14,846-94.0% | $13,435-93.4% | $12,624-93.0% |