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 | $42,645 | $100,773-57.7% | $88,946-52.1% | $142,382-70.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 68.8%+17.5pp | 80.1%+6.2pp |
| Annual return | 20.96% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,839 | $2,918-2.7% | $2,555+11.1% | $4,299-34.0% |
| Participant deferral / active EE | $7,191 | $5,230+37.5% | $4,581+57.0% | $6,507+10.5% |
| Admin fee / account holder | $2,759 | $9,693-71.5% | $8,261-66.6% | $12,624-78.1% |