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 | $45,390 | $177,572-74.4% | $154,803-70.7% | $142,382-68.1% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 21.57% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $13,569 | $4,810+182.1% | $4,305+215.2% | $4,299+215.6% |
| Participant deferral / active EE | $5,804 | $6,272-7.5% | $5,540+4.7% | $6,507-10.8% |
| Admin fee / account holder | $903 | $16,786-94.6% | $14,329-93.7% | $12,624-92.8% |