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 | $33,795 | $78,926-57.2% | $136,749-75.3% | $84,808-60.2% |
| Participation rate | 88.9% | 62.2%+26.7pp | 72.1%+16.7pp | 68.3%+20.6pp |
| Annual return | 19.55% | 18.17%+1.4pp | 24.33%-4.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,782 | $2,134+30.4% | $3,400-18.2% | $2,631+5.7% |
| Participant deferral / active EE | $3,941 | $3,168+24.4% | $4,692-16.0% | $4,212-6.4% |
| Admin fee / account holder | $1,688 | $6,369-73.5% | $11,386-85.2% | $7,344-77.0% |