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 | $28,224 | $81,248-65.3% | $155,509-81.9% | $80,856-65.1% |
| Participation rate | 71.0% | 66.2%+4.7pp | 78.2%-7.2pp | 67.6%+3.3pp |
| Annual return | 19.09% | 33.31%-14.2pp | 64.67%-45.6pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,109 | $3,100-32.0% | $4,672-54.9% | $2,755-23.5% |
| Participant deferral / active EE | $3,984 | $3,452+15.4% | $5,626-29.2% | $4,296-7.3% |
| Admin fee / account holder | $3,300 | $7,997-58.7% | $15,912-79.3% | $6,918-52.3% |