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 | $38,588 | $95,803-59.7% | $113,168-65.9% | $84,808-54.5% |
| Participation rate | 81.1% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.8pp |
| Annual return | 17.25% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,409 | $2,360-40.3% | $2,975-52.6% | $2,631-46.4% |
| Participant deferral / active EE | $4,087 | $4,242-3.6% | $5,107-20.0% | $4,212-3.0% |
| Admin fee / account holder | $1,096 | $8,989-87.8% | $12,068-90.9% | $7,344-85.1% |