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 | $46,674 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.66% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,397 | $4,810-8.6% | $4,305+2.1% | $4,299+2.3% |
| Participant deferral / active EE | $10,843 | $6,272+72.9% | $5,540+95.7% | $6,507+66.6% |
| Admin fee / account holder | $1,040 | $16,786-93.8% | $14,329-92.7% | $12,624-91.8% |