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 | $43,319 | $177,572-75.6% | $154,803-72.0% | $142,382-69.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,381 | $4,810+95.0% | $4,305+117.9% | $4,299+118.2% |
| Participant deferral / active EE | $4,557 | $6,272-27.3% | $5,540-17.7% | $6,507-30.0% |
| Admin fee / account holder | $941 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |