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 | $42,998 | $159,602-73.1% | $150,045-71.3% | $142,382-69.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.45% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,703 | $4,961-25.4% | $4,693-21.1% | $4,299-13.9% |
| Participant deferral / active EE | $9,730 | $8,310+17.1% | $7,997+21.7% | $6,507+49.5% |
| Admin fee / account holder | $2,701 | $14,846-81.8% | $13,435-79.9% | $12,624-78.6% |