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 | $43,349 | $177,572-75.6% | $154,803-72.0% | $142,382-69.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.62% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,207 | $4,810-54.1% | $4,305-48.7% | $4,299-48.7% |
| Participant deferral / active EE | $12,664 | $6,272+101.9% | $5,540+128.6% | $6,507+94.6% |
| Admin fee / account holder | $1,706 | $16,786-89.8% | $14,329-88.1% | $12,624-86.5% |