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 6-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 | $39,270 | $57,016-31.1% | $84,966-53.8% | $80,856-51.4% |
| Participation rate | 82.0% | 56.3%+25.7pp | 67.5%+14.5pp | 67.6%+14.4pp |
| Annual return | 22.39% | 21.66%+0.7pp | 66.38%-44.0pp | 35.59%-13.2pp |
| Employer contribution / active EE | $4,043 | $1,798+124.9% | $2,727+48.2% | $2,755+46.7% |
| Participant deferral / active EE | $4,284 | $3,110+37.8% | $4,519-5.2% | $4,296-0.3% |
| Admin fee / account holder | $2,405 | $4,980-51.7% | $6,149-60.9% | $6,918-65.2% |