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 5-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 | $22,989 | $57,016-59.7% | $84,966-72.9% | $80,856-71.6% |
| Participation rate | 95.8% | 56.3%+39.5pp | 67.5%+28.3pp | 67.6%+28.2pp |
| Annual return | 28.59% | 21.66%+6.9pp | 66.38%-37.8pp | 35.59%-7.0pp |
| Employer contribution / active EE | $3,333 | $1,798+85.4% | $2,727+22.2% | $2,755+21.0% |
| Participant deferral / active EE | $6,174 | $3,110+98.6% | $4,519+36.6% | $4,296+43.7% |
| Admin fee / account holder | $3,925 | $4,980-21.2% | $6,149-36.2% | $6,918-43.3% |