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 | $40,871 | $159,602-74.4% | $150,045-72.8% | $142,382-71.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 19.01% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,458 | $4,961-50.4% | $4,693-47.6% | $4,299-42.8% |
| Participant deferral / active EE | $7,981 | $8,310-4.0% | $7,997-0.2% | $6,507+22.7% |
| Admin fee / account holder | $994 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |