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 | $39,367 | $159,602-75.3% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 21.75% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,206 | $4,961+4.9% | $4,693+10.9% | $4,299+21.1% |
| Participant deferral / active EE | $10,081 | $8,310+21.3% | $7,997+26.1% | $6,507+54.9% |
| Admin fee / account holder | $2,568 | $14,846-82.7% | $13,435-80.9% | $12,624-79.7% |