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 4-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 | $31,669 | $89,753-64.7% | $107,525-70.5% | $84,808-62.7% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 17.21% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,090 | $3,113-32.9% | $3,754-44.3% | $2,631-20.6% |
| Participant deferral / active EE | $4,894 | $4,056+20.7% | $5,116-4.3% | $4,212+16.2% |
| Admin fee / account holder | $1,606 | $7,222-77.8% | $8,919-82.0% | $7,344-78.1% |