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 | $54,504 | $159,602-65.9% | $150,045-63.7% | $142,382-61.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.96% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,401 | $4,961-11.3% | $4,693-6.2% | $4,299+2.4% |
| Participant deferral / active EE | $12,280 | $8,310+47.8% | $7,997+53.6% | $6,507+88.7% |
| Admin fee / account holder | $1,462 | $14,846-90.2% | $13,435-89.1% | $12,624-88.4% |