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 7-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 | $43,018 | $177,572-75.8% | $154,803-72.2% | $142,382-69.8% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 20.64% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,182 | $4,810-13.1% | $4,305-2.9% | $4,299-2.7% |
| Participant deferral / active EE | $12,682 | $6,272+102.2% | $5,540+128.9% | $6,507+94.9% |
| Admin fee / account holder | $1,878 | $16,786-88.8% | $14,329-86.9% | $12,624-85.1% |