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 | $39,813 | $159,602-75.1% | $150,045-73.5% | $142,382-72.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.12% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,753 | $4,961-24.3% | $4,693-20.0% | $4,299-12.7% |
| Participant deferral / active EE | $10,614 | $8,310+27.7% | $7,997+32.7% | $6,507+63.1% |
| Admin fee / account holder | $1,967 | $14,846-86.7% | $13,435-85.4% | $12,624-84.4% |