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 | $42,932 | $179,726-76.1% | $156,263-72.5% | $142,382-69.8% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 24.08% | 77.86%-53.8pp | 59.47%-35.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,994 | $5,069-60.7% | $4,333-54.0% | $4,299-53.6% |
| Participant deferral / active EE | $11,675 | $6,956+67.8% | $6,158+89.6% | $6,507+79.4% |
| Admin fee / account holder | $972 | $17,272-94.4% | $14,255-93.2% | $12,624-92.3% |