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 | $41,860 | $159,602-73.8% | $150,045-72.1% | $142,382-70.6% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 49.74% | 70.24%-20.5pp | 62.55%-12.8pp | 217.08%-167.3pp |
| Employer contribution / active EE | $5,514 | $4,961+11.2% | $4,693+17.5% | $4,299+28.3% |
| Participant deferral / active EE | $9,173 | $8,310+10.4% | $7,997+14.7% | $6,507+41.0% |
| Admin fee / account holder | $5,899 | $14,846-60.3% | $13,435-56.1% | $12,624-53.3% |