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 3-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 | $45,991 | $159,602-71.2% | $150,045-69.3% | $142,382-67.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 25.33% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,869 | $4,961-1.8% | $4,693+3.7% | $4,299+13.3% |
| Participant deferral / active EE | $13,937 | $8,310+67.7% | $7,997+74.3% | $6,507+114.2% |
| Admin fee / account holder | $3,689 | $14,846-75.2% | $13,435-72.5% | $12,624-70.8% |