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 5-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 | $39,212 | $177,572-77.9% | $154,803-74.7% | $142,382-72.5% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,333 | $4,810-51.5% | $4,305-45.8% | $4,299-45.7% |
| Participant deferral / active EE | $4,874 | $6,272-22.3% | $5,540-12.0% | $6,507-25.1% |
| Admin fee / account holder | $761 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |