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 | $36,102 | $177,572-79.7% | $154,803-76.7% | $142,382-74.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 34.80% | 65.07%-30.3pp | 58.88%-24.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $7,544 | $4,810+56.8% | $4,305+75.2% | $4,299+75.5% |
| Participant deferral / active EE | $5,151 | $6,272-17.9% | $5,540-7.0% | $6,507-20.8% |
| Admin fee / account holder | $820 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |