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 4-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 | $38,493 | $159,602-75.9% | $150,045-74.3% | $142,382-73.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 38.54% | 70.24%-31.7pp | 62.55%-24.0pp | 217.08%-178.5pp |
| Employer contribution / active EE | $2,261 | $4,961-54.4% | $4,693-51.8% | $4,299-47.4% |
| Participant deferral / active EE | $4,851 | $8,310-41.6% | $7,997-39.3% | $6,507-25.5% |
| Admin fee / account holder | $1,992 | $14,846-86.6% | $13,435-85.2% | $12,624-84.2% |