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 | $46,248 | $95,803-51.7% | $113,168-59.1% | $84,808-45.5% |
| Participation rate | 80.6% | 72.9%+7.8pp | 76.6%+4.1pp | 68.3%+12.3pp |
| Annual return | 21.13% | 25.00%-3.9pp | 24.27%-3.1pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,849 | $2,360+20.7% | $2,975-4.3% | $2,631+8.3% |
| Participant deferral / active EE | $5,003 | $4,242+17.9% | $5,107-2.0% | $4,212+18.8% |
| Admin fee / account holder | $1,046 | $8,989-88.4% | $12,068-91.3% | $7,344-85.8% |