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 3-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 | $24,928 | $177,572-86.0% | $154,803-83.9% | $142,382-82.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 42.08% | 65.07%-23.0pp | 58.88%-16.8pp | 217.08%-175.0pp |
| Employer contribution / active EE | $4,495 | $4,810-6.5% | $4,305+4.4% | $4,299+4.6% |
| Participant deferral / active EE | $8,173 | $6,272+30.3% | $5,540+47.5% | $6,507+25.6% |
| Admin fee / account holder | $5,297 | $16,786-68.4% | $14,329-63.0% | $12,624-58.0% |