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 | $40,950 | $179,726-77.2% | $156,263-73.8% | $142,382-71.2% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 21.65% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,515 | $5,069-10.9% | $4,333+4.2% | $4,299+5.0% |
| Participant deferral / active EE | $8,401 | $6,956+20.8% | $6,158+36.4% | $6,507+29.1% |
| Admin fee / account holder | $416 | $17,272-97.6% | $14,255-97.1% | $12,624-96.7% |