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 3-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 | $41,508 | $109,881-62.2% | $150,045-72.3% | $84,808-51.1% |
| Participation rate | 84.4% | 76.1%+8.4pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 18.83% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,558 | $3,561-28.2% | $4,693-45.5% | $2,631-2.8% |
| Participant deferral / active EE | $5,538 | $6,636-16.5% | $7,997-30.7% | $4,212+31.5% |
| Admin fee / account holder | $538 | $8,568-93.7% | $13,435-96.0% | $7,344-92.7% |