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 | $40,809 | $158,398-74.2% | $126,539-67.7% | $142,382-71.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 23.82% | 593.76%-569.9pp | 425.95%-402.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,716 | $4,650-20.1% | $3,674+1.1% | $4,299-13.6% |
| Participant deferral / active EE | $6,347 | $4,767+33.2% | $4,083+55.5% | $6,507-2.5% |
| Admin fee / account holder | $1,635 | $6,918-76.4% | $6,065-73.0% | $12,624-87.0% |