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 | $61,648 | $159,602-61.4% | $150,045-58.9% | $142,382-56.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 20.82% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,661 | $4,961-6.0% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $12,344 | $8,310+48.5% | $7,997+54.4% | $6,507+89.7% |
| Admin fee / account holder | $402 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |