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 5-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 | $40,209 | $177,572-77.4% | $154,803-74.0% | $142,382-71.8% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 18.15% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,358 | $4,810-30.2% | $4,305-22.0% | $4,299-21.9% |
| Participant deferral / active EE | $8,503 | $6,272+35.6% | $5,540+53.5% | $6,507+30.7% |
| Admin fee / account holder | $494 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |