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 | $40,378 | $179,726-77.5% | $156,263-74.2% | $142,382-71.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 15.35% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,798 | $5,069-64.5% | $4,333-58.5% | $4,299-58.2% |
| Participant deferral / active EE | $7,212 | $6,956+3.7% | $6,158+17.1% | $6,507+10.8% |
| Admin fee / account holder | $674 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |