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 3-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 | $34,743 | $109,881-68.4% | $150,045-76.8% | $84,808-59.0% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.1pp | 68.3%+4.9pp |
| Annual return | 33.81% | 28.25%+5.6pp | 62.55%-28.7pp | 40.90%-7.1pp |
| Employer contribution / active EE | $2,003 | $3,561-43.7% | $4,693-57.3% | $2,631-23.9% |
| Participant deferral / active EE | $5,255 | $6,636-20.8% | $7,997-34.3% | $4,212+24.8% |
| Admin fee / account holder | $1,248 | $8,568-85.4% | $13,435-90.7% | $7,344-83.0% |