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 | $35,043 | $89,753-61.0% | $107,525-67.4% | $84,808-58.7% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,416 | $3,113-22.4% | $3,754-35.6% | $2,631-8.2% |
| Participant deferral / active EE | $6,293 | $4,056+55.1% | $5,116+23.0% | $4,212+49.4% |
| Admin fee / account holder | $2,088 | $7,222-71.1% | $8,919-76.6% | $7,344-71.6% |