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 10-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 | $37,556 | $72,492-48.2% | $87,100-56.9% | $72,985-48.5% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 21.48% | 24.46%-3.0pp | 28.19%-6.7pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,149 | $1,894+119.1% | $2,521+64.6% | $2,440+70.1% |
| Participant deferral / active EE | $4,158 | $3,270+27.2% | $4,049+2.7% | $3,607+15.3% |
| Admin fee / account holder | $2,958 | $5,055-41.5% | $7,497-60.5% | $5,124-42.3% |