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 | $28,853 | $159,602-81.9% | $150,045-80.8% | $142,382-79.7% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 39.84% | 70.24%-30.4pp | 62.55%-22.7pp | 217.08%-177.2pp |
| Employer contribution / active EE | $5,151 | $4,961+3.8% | $4,693+9.7% | $4,299+19.8% |
| Participant deferral / active EE | $11,421 | $8,310+37.4% | $7,997+42.8% | $6,507+75.5% |
| Admin fee / account holder | $18,696 | $14,846+25.9% | $13,435+39.2% | $12,624+48.1% |