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 | $32,291 | $86,929-62.9% | $102,423-68.5% | $80,856-60.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 15.96% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,475 | $2,369+4.4% | $3,023-18.1% | $2,755-10.2% |
| Participant deferral / active EE | $4,560 | $4,118+10.7% | $5,053-9.8% | $4,296+6.1% |
| Admin fee / account holder | $1,845 | $8,049-77.1% | $9,451-80.5% | $6,918-73.3% |