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 | $45,128 | $179,726-74.9% | $156,263-71.1% | $142,382-68.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 114.72% | 77.86%+36.9pp | 59.47%+55.3pp | 217.08%-102.4pp |
| Employer contribution / active EE | $4,744 | $5,069-6.4% | $4,333+9.5% | $4,299+10.4% |
| Participant deferral / active EE | $8,038 | $6,956+15.6% | $6,158+30.5% | $6,507+23.5% |
| Admin fee / account holder | $942 | $17,272-94.5% | $14,255-93.4% | $12,624-92.5% |