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 | $35,374 | $159,602-77.8% | $150,045-76.4% | $142,382-75.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 18.32% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,569 | $4,961-48.2% | $4,693-45.3% | $4,299-40.2% |
| Participant deferral / active EE | $5,030 | $8,310-39.5% | $7,997-37.1% | $6,507-22.7% |
| Admin fee / account holder | $497 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |