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 7-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 | $33,407 | $81,460-59.0% | $103,333-67.7% | $80,856-58.7% |
| Participation rate | 73.9% | 66.8%+7.1pp | 74.5%-0.6pp | 67.6%+6.3pp |
| Annual return | 11.46% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,403 | $3,105-22.6% | $3,868-37.9% | $2,755-12.8% |
| Participant deferral / active EE | $4,182 | $3,869+8.1% | $5,057-17.3% | $4,296-2.6% |
| Admin fee / account holder | $3,540 | $6,566-46.1% | $8,355-57.6% | $6,918-48.8% |