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 3-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 | $30,870 | $159,602-80.7% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 53.07% | 70.24%-17.2pp | 62.55%-9.5pp | 217.08%-164.0pp |
| Employer contribution / active EE | $3,836 | $4,961-22.7% | $4,693-18.3% | $4,299-10.8% |
| Participant deferral / active EE | $8,825 | $8,310+6.2% | $7,997+10.3% | $6,507+35.6% |
| Admin fee / account holder | $1,099 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |