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 | $36,869 | $108,919-66.2% | $100,391-63.3% | $145,922-74.7% |
| Participation rate | 87.0% | 82.9%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 14.56% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,558 | $4,419+3.1% | $3,942+15.6% | $4,660-2.2% |
| Participant deferral / active EE | $10,291 | $8,445+21.9% | $8,082+27.3% | $6,688+53.9% |
| Admin fee / account holder | $5,184 | $9,689-46.5% | $7,899-34.4% | $13,397-61.3% |