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 6-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 | $44,211 | $117,983-62.5% | $101,794-56.6% | $142,382-68.9% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 19.51% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,141 | $2,773+49.4% | $2,289+80.9% | $4,299-3.7% |
| Participant deferral / active EE | $4,169 | $4,714-11.6% | $4,084+2.1% | $6,507-35.9% |
| Admin fee / account holder | $1,209 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |