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 8-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 | $43,749 | $159,602-72.6% | $150,045-70.8% | $142,382-69.3% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 40.40% | 70.24%-29.8pp | 62.55%-22.1pp | 217.08%-176.7pp |
| Employer contribution / active EE | $2,172 | $4,961-56.2% | $4,693-53.7% | $4,299-49.5% |
| Participant deferral / active EE | $5,251 | $8,310-36.8% | $7,997-34.3% | $6,507-19.3% |
| Admin fee / account holder | $12,732 | $14,846-14.2% | $13,435-5.2% | $12,624+0.9% |