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 5-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 | $39,278 | $81,248-51.7% | $155,509-74.7% | $80,856-51.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.80% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,292 | $3,100-26.1% | $4,672-51.0% | $2,755-16.8% |
| Participant deferral / active EE | $2,778 | $3,452-19.5% | $5,626-50.6% | $4,296-35.3% |
| Admin fee / account holder | $2,897 | $7,997-63.8% | $15,912-81.8% | $6,918-58.1% |