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 | $23,365 | $81,460-71.3% | $103,333-77.4% | $80,856-71.1% |
| Participation rate | 97.2% | 66.8%+30.4pp | 74.5%+22.7pp | 67.6%+29.6pp |
| Annual return | 16.58% | 25.55%-9.0pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,631 | $3,105-15.3% | $3,868-32.0% | $2,755-4.5% |
| Participant deferral / active EE | $4,684 | $3,869+21.1% | $5,057-7.4% | $4,296+9.0% |
| Admin fee / account holder | $638 | $6,566-90.3% | $8,355-92.4% | $6,918-90.8% |