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 | $31,586 | $86,929-63.7% | $102,423-69.2% | $80,856-60.9% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.6%+9.0pp |
| Annual return | 19.10% | 18.88%+0.2pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,485 | $2,369-37.3% | $3,023-50.9% | $2,755-46.1% |
| Participant deferral / active EE | $4,067 | $4,118-1.2% | $5,053-19.5% | $4,296-5.3% |
| Admin fee / account holder | $420 | $8,049-94.8% | $9,451-95.6% | $6,918-93.9% |