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 | $33,992 | $74,927-54.6% | $101,794-66.6% | $84,808-59.9% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.2%+21.3pp | 68.3%+22.2pp |
| Annual return | 18.07% | 18.70%-0.6pp | 30.53%-12.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $6,316 | $1,522+315.0% | $2,289+175.9% | $2,631+140.1% |
| Participant deferral / active EE | $3,906 | $3,099+26.0% | $4,084-4.4% | $4,212-7.3% |
| Admin fee / account holder | $1,704 | $6,514-73.8% | $8,777-80.6% | $7,344-76.8% |