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 3-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 | $29,410 | $159,602-81.6% | $150,045-80.4% | $142,382-79.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 267.23% | 70.24%+197.0pp | 62.55%+204.7pp | 217.08%+50.2pp |
| Employer contribution / active EE | $4,261 | $4,961-14.1% | $4,693-9.2% | $4,299-0.9% |
| Participant deferral / active EE | $6,571 | $8,310-20.9% | $7,997-17.8% | $6,507+1.0% |
| Admin fee / account holder | $4,420 | $14,846-70.2% | $13,435-67.1% | $12,624-65.0% |