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 | $41,911 | $179,726-76.7% | $156,263-73.2% | $142,382-70.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 19.33% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,698 | $5,069-46.8% | $4,333-37.7% | $4,299-37.2% |
| Participant deferral / active EE | $8,106 | $6,956+16.5% | $6,158+31.6% | $6,507+24.6% |
| Admin fee / account holder | $546 | $17,272-96.8% | $14,255-96.2% | $12,624-95.7% |