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 8-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 | $41,838 | $109,881-61.9% | $150,045-72.1% | $84,808-50.7% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 19.03% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,487 | $3,561-30.2% | $4,693-47.0% | $2,631-5.5% |
| Participant deferral / active EE | $8,390 | $6,636+26.4% | $7,997+4.9% | $4,212+99.2% |
| Admin fee / account holder | $1,137 | $8,568-86.7% | $13,435-91.5% | $7,344-84.5% |