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 | $60,165 | $159,602-62.3% | $150,045-59.9% | $142,382-57.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 31.33% | 70.24%-38.9pp | 62.55%-31.2pp | 217.08%-185.7pp |
| Employer contribution / active EE | $3,711 | $4,961-25.2% | $4,693-20.9% | $4,299-13.7% |
| Participant deferral / active EE | $9,502 | $8,310+14.3% | $7,997+18.8% | $6,507+46.0% |
| Admin fee / account holder | $383 | $14,846-97.4% | $13,435-97.1% | $12,624-97.0% |