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 | $46,883 | $109,413-57.2% | $156,263-70.0% | $84,808-44.7% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 23.96% | 20.18%+3.8pp | 59.47%-35.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,117 | $2,907-27.2% | $4,333-51.1% | $2,631-19.5% |
| Participant deferral / active EE | $4,352 | $4,590-5.2% | $6,158-29.3% | $4,212+3.3% |
| Admin fee / account holder | $1,919 | $9,357-79.5% | $14,255-86.5% | $7,344-73.9% |