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 | $44,846 | $127,065-64.7% | $113,168-60.4% | $142,382-68.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 19.34% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,875 | $3,442-16.5% | $2,975-3.4% | $4,299-33.1% |
| Participant deferral / active EE | $7,408 | $5,716+29.6% | $5,107+45.1% | $6,507+13.8% |
| Admin fee / account holder | $312 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |