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 | $39,272 | $159,602-75.4% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 20.15% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,180 | $4,961-56.1% | $4,693-53.6% | $4,299-49.3% |
| Participant deferral / active EE | $4,268 | $8,310-48.6% | $7,997-46.6% | $6,507-34.4% |
| Admin fee / account holder | $397 | $14,846-97.3% | $13,435-97.0% | $12,624-96.9% |