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 | $41,048 | $177,572-76.9% | $154,803-73.5% | $142,382-71.2% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 87.30% | 65.07%+22.2pp | 58.88%+28.4pp | 217.08%-129.8pp |
| Employer contribution / active EE | $3,461 | $4,810-28.1% | $4,305-19.6% | $4,299-19.5% |
| Participant deferral / active EE | $6,975 | $6,272+11.2% | $5,540+25.9% | $6,507+7.2% |
| Admin fee / account holder | $662 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |