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 | $64,139 | $159,602-59.8% | $150,045-57.3% | $142,382-55.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 41.32% | 70.24%-28.9pp | 62.55%-21.2pp | 217.08%-175.8pp |
| Employer contribution / active EE | $2,651 | $4,961-46.6% | $4,693-43.5% | $4,299-38.3% |
| Participant deferral / active EE | $5,261 | $8,310-36.7% | $7,997-34.2% | $6,507-19.2% |
| Admin fee / account holder | $541 | $14,846-96.4% | $13,435-96.0% | $12,624-95.7% |