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 | $79,376 | $159,602-50.3% | $150,045-47.1% | $142,382-44.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.82% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $14,520 | $4,961+192.7% | $4,693+209.4% | $4,299+237.8% |
| Participant deferral / active EE | $12,014 | $8,310+44.6% | $7,997+50.2% | $6,507+84.6% |
| Admin fee / account holder | $535 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |