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 9-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 | $42,988 | $177,572-75.8% | $154,803-72.2% | $142,382-69.8% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 110.54% | 65.07%+45.5pp | 58.88%+51.7pp | 217.08%-106.5pp |
| Employer contribution / active EE | $1,572 | $4,810-67.3% | $4,305-63.5% | $4,299-63.4% |
| Participant deferral / active EE | $4,807 | $6,272-23.4% | $5,540-13.2% | $6,507-26.1% |
| Admin fee / account holder | $1,929 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |