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 | $40,388 | $95,803-57.8% | $113,168-64.3% | $84,808-52.4% |
| Participation rate | 89.0% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.7pp |
| Annual return | 28.50% | 25.00%+3.5pp | 24.27%+4.2pp | 40.90%-12.4pp |
| Employer contribution / active EE | $2,005 | $2,360-15.0% | $2,975-32.6% | $2,631-23.8% |
| Participant deferral / active EE | $4,066 | $4,242-4.2% | $5,107-20.4% | $4,212-3.5% |
| Admin fee / account holder | $8,913 | $8,989-0.8% | $12,068-26.1% | $7,344+21.4% |