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 | $46,159 | $109,881-58.0% | $150,045-69.2% | $84,808-45.6% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 43.62% | 28.25%+15.4pp | 62.55%-18.9pp | 40.90%+2.7pp |
| Employer contribution / active EE | $3,226 | $3,561-9.4% | $4,693-31.3% | $2,631+22.6% |
| Participant deferral / active EE | $13,891 | $6,636+109.3% | $7,997+73.7% | $4,212+229.8% |
| Admin fee / account holder | $1,572 | $8,568-81.7% | $13,435-88.3% | $7,344-78.6% |