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 | $43,612 | $177,572-75.4% | $154,803-71.8% | $142,382-69.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 12.49% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,989 | $4,810-17.1% | $4,305-7.3% | $4,299-7.2% |
| Participant deferral / active EE | $8,582 | $6,272+36.8% | $5,540+54.9% | $6,507+31.9% |
| Admin fee / account holder | $11,734 | $16,786-30.1% | $14,329-18.1% | $12,624-7.1% |