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 | $36,265 | $159,602-77.3% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 22.05% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,814 | $4,961+17.2% | $4,693+23.9% | $4,299+35.2% |
| Participant deferral / active EE | $14,531 | $8,310+74.9% | $7,997+81.7% | $6,507+123.3% |
| Admin fee / account holder | $920 | $14,846-93.8% | $13,435-93.2% | $12,624-92.7% |