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 | $35,589 | $79,944-55.5% | $98,439-63.8% | $75,163-52.7% |
| Participation rate | 98.1% | 70.4%+27.8pp | 75.2%+23.0pp | 67.2%+31.0pp |
| Annual return | 23.66% | 19.75%+3.9pp | 21.16%+2.5pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,286 | $2,264-43.2% | $3,048-57.8% | $2,670-51.8% |
| Participant deferral / active EE | $4,501 | $3,752+20.0% | $4,738-5.0% | $4,125+9.1% |
| Admin fee / account holder | $376 | $6,840-94.5% | $8,948-95.8% | $5,651-93.3% |