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 7-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 | $41,550 | $59,839-30.6% | $81,983-49.3% | $79,858-48.0% |
| Participation rate | 83.9% | 61.6%+22.3pp | 69.2%+14.6pp | 69.6%+14.2pp |
| Annual return | 16.15% | 17.56%-1.4pp | 41.31%-25.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,251 | $1,713+31.4% | $2,498-9.9% | $2,471-8.9% |
| Participant deferral / active EE | $4,625 | $2,695+71.6% | $3,722+24.3% | $3,740+23.7% |
| Admin fee / account holder | $1,525 | $4,287-64.4% | $5,664-73.1% | $5,306-71.3% |