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 6-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 | $40,205 | $177,572-77.4% | $154,803-74.0% | $142,382-71.8% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 20.48% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,825 | $4,810-20.5% | $4,305-11.2% | $4,299-11.0% |
| Participant deferral / active EE | $9,237 | $6,272+47.3% | $5,540+66.7% | $6,507+41.9% |
| Admin fee / account holder | $13,372 | $16,786-20.3% | $14,329-6.7% | $12,624+5.9% |