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 | $32,704 | $157,256-79.2% | $141,162-76.8% | $152,861-78.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 28.56% | 64.32%-35.8pp | 71.39%-42.8pp | 345.32%-316.8pp |
| Employer contribution / active EE | $4,610 | $5,261-12.4% | $4,735-2.6% | $4,762-3.2% |
| Participant deferral / active EE | $8,080 | $7,109+13.7% | $6,709+20.4% | $5,850+38.1% |
| Admin fee / account holder | $1,517 | $12,120-87.5% | $10,261-85.2% | $11,596-86.9% |