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 | $33,810 | $100,923-66.5% | $150,045-77.5% | $74,304-54.5% |
| Participation rate | 79.2% | 70.1%+9.2pp | 82.3%-3.1pp | 60.3%+18.9pp |
| Annual return | 38.90% | 51.77%-12.9pp | 62.55%-23.6pp | 29.43%+9.5pp |
| Employer contribution / active EE | $3,727 | $3,463+7.6% | $4,693-20.6% | $2,241+66.3% |
| Participant deferral / active EE | $7,424 | $6,709+10.6% | $7,997-7.2% | $3,767+97.1% |
| Admin fee / account holder | $2,373 | $2,767-14.2% | $13,435-82.3% | $2,969-20.1% |