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 | $41,520 | $159,602-74.0% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.76% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,416 | $4,961-11.0% | $4,693-5.9% | $4,299+2.7% |
| Participant deferral / active EE | $7,247 | $8,310-12.8% | $7,997-9.4% | $6,507+11.4% |
| Admin fee / account holder | $1,323 | $14,846-91.1% | $13,435-90.1% | $12,624-89.5% |