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 | $40,853 | $100,773-59.5% | $88,946-54.1% | $142,382-71.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 26.87% | 70.18%-43.3pp | 57.82%-31.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,687 | $2,918-42.2% | $2,555-34.0% | $4,299-60.8% |
| Participant deferral / active EE | $5,365 | $5,230+2.6% | $4,581+17.1% | $6,507-17.5% |
| Admin fee / account holder | $789 | $9,693-91.9% | $8,261-90.4% | $12,624-93.7% |