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 | $34,517 | $177,572-80.6% | $154,803-77.7% | $142,382-75.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.13% | 65.07%-45.9pp | 58.88%-39.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,726 | $4,810-1.8% | $4,305+9.8% | $4,299+9.9% |
| Participant deferral / active EE | $2,955 | $6,272-52.9% | $5,540-46.7% | $6,507-54.6% |
| Admin fee / account holder | $700 | $16,786-95.8% | $14,329-95.1% | $12,624-94.5% |