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 | $41,590 | $114,381-63.6% | $107,525-61.3% | $142,382-70.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 14.70% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,938 | $4,015-26.8% | $3,754-21.7% | $4,299-31.7% |
| Participant deferral / active EE | $6,714 | $5,564+20.7% | $5,116+31.3% | $6,507+3.2% |
| Admin fee / account holder | $348 | $9,860-96.5% | $8,919-96.1% | $12,624-97.2% |