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 5-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 | $39,270 | $159,602-75.4% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 24.18% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,066 | $4,961-38.2% | $4,693-34.7% | $4,299-28.7% |
| Participant deferral / active EE | $5,593 | $8,310-32.7% | $7,997-30.1% | $6,507-14.0% |
| Admin fee / account holder | $1,092 | $14,846-92.6% | $13,435-91.9% | $12,624-91.4% |