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 6-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 | $37,320 | $117,983-68.4% | $101,794-63.3% | $142,382-73.8% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 16.24% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,652 | $2,773-40.4% | $2,289-27.8% | $4,299-61.6% |
| Participant deferral / active EE | $4,666 | $4,714-1.0% | $4,084+14.2% | $6,507-28.3% |
| Admin fee / account holder | $3,451 | $10,433-66.9% | $8,777-60.7% | $12,624-72.7% |