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 | $45,646 | $117,983-61.3% | $101,794-55.2% | $142,382-67.9% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 24.18% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $3,780 | $2,773+36.3% | $2,289+65.2% | $4,299-12.1% |
| Participant deferral / active EE | $7,231 | $4,714+53.4% | $4,084+77.0% | $6,507+11.1% |
| Admin fee / account holder | $1,887 | $10,433-81.9% | $8,777-78.5% | $12,624-85.1% |