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 7-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 | $43,515 | $148,534-70.7% | $135,903-68.0% | $139,434-68.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.55% | 79.19%-59.6pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $7,093 | $5,243+35.3% | $4,856+46.1% | $4,751+49.3% |
| Participant deferral / active EE | $11,190 | $8,100+38.1% | $7,758+44.2% | $6,710+66.8% |
| Admin fee / account holder | $941 | $12,400-92.4% | $10,762-91.3% | $11,403-91.7% |