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 | $48,416 | $177,572-72.7% | $154,803-68.7% | $142,382-66.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 22.69% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,881 | $4,810-40.1% | $4,305-33.1% | $4,299-33.0% |
| Participant deferral / active EE | $9,113 | $6,272+45.3% | $5,540+64.5% | $6,507+40.0% |
| Admin fee / account holder | $388 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |