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 | $39,624 | $185,822-78.7% | $169,993-76.7% | $139,434-71.6% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 24.98% | 60.50%-35.5pp | 53.37%-28.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $6,081 | $7,590-19.9% | $6,785-10.4% | $4,751+28.0% |
| Participant deferral / active EE | $12,270 | $11,622+5.6% | $10,408+17.9% | $6,710+82.9% |
| Admin fee / account holder | $831 | $15,381-94.6% | $12,815-93.5% | $11,403-92.7% |