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 | $41,585 | $159,602-73.9% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 25.97% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,906 | $4,961-41.4% | $4,693-38.1% | $4,299-32.4% |
| Participant deferral / active EE | $8,707 | $8,310+4.8% | $7,997+8.9% | $6,507+33.8% |
| Admin fee / account holder | $2,417 | $14,846-83.7% | $13,435-82.0% | $12,624-80.9% |