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 | $42,673 | $159,602-73.3% | $150,045-71.6% | $142,382-70.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.42% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,566 | $4,961-8.0% | $4,693-2.7% | $4,299+6.2% |
| Participant deferral / active EE | $13,590 | $8,310+63.5% | $7,997+69.9% | $6,507+108.8% |
| Admin fee / account holder | $3,170 | $14,846-78.6% | $13,435-76.4% | $12,624-74.9% |