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 5-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 | $36,686 | $177,572-79.3% | $154,803-76.3% | $142,382-74.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.58% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,769 | $4,810-0.9% | $4,305+10.8% | $4,299+10.9% |
| Participant deferral / active EE | $4,616 | $6,272-26.4% | $5,540-16.7% | $6,507-29.1% |
| Admin fee / account holder | $1,509 | $16,786-91.0% | $14,329-89.5% | $12,624-88.0% |