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 | $38,885 | $177,572-78.1% | $154,803-74.9% | $142,382-72.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 129.72% | 65.07%+64.6pp | 58.88%+70.8pp | 217.08%-87.4pp |
| Employer contribution / active EE | $4,112 | $4,810-14.5% | $4,305-4.5% | $4,299-4.4% |
| Participant deferral / active EE | $11,463 | $6,272+82.8% | $5,540+106.9% | $6,507+76.2% |
| Admin fee / account holder | $380 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |