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 9-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 | $44,426 | $115,770-61.6% | $101,248-56.1% | $158,922-72.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 23.05% | 56.14%-33.1pp | 46.47%-23.4pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,855 | $4,175-31.6% | $3,660-22.0% | $4,761-40.0% |
| Participant deferral / active EE | $4,976 | $4,957+0.4% | $4,370+13.9% | $5,982-16.8% |
| Admin fee / account holder | $5,972 | $7,245-17.6% | $5,945+0.4% | $11,246-46.9% |