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 6-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 | $38,446 | $159,602-75.9% | $150,045-74.4% | $142,382-73.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 20.26% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,014 | $4,961-19.1% | $4,693-14.5% | $4,299-6.6% |
| Participant deferral / active EE | $7,053 | $8,310-15.1% | $7,997-11.8% | $6,507+8.4% |
| Admin fee / account holder | $3,530 | $14,846-76.2% | $13,435-73.7% | $12,624-72.0% |