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 | $41,763 | $159,602-73.8% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 23.05% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,083 | $4,961-58.0% | $4,693-55.6% | $4,299-51.5% |
| Participant deferral / active EE | $9,074 | $8,310+9.2% | $7,997+13.5% | $6,507+39.5% |
| Admin fee / account holder | $1,195 | $14,846-92.0% | $13,435-91.1% | $12,624-90.5% |