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 | $31,554 | $127,065-75.2% | $113,168-72.1% | $142,382-77.8% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 21.82% | 24.03%-2.2pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,491 | $3,442-27.6% | $2,975-16.3% | $4,299-42.1% |
| Participant deferral / active EE | $4,090 | $5,716-28.5% | $5,107-19.9% | $6,507-37.1% |
| Admin fee / account holder | $5,402 | $15,736-65.7% | $12,068-55.2% | $12,624-57.2% |