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 7-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 | $35,609 | $77,899-54.3% | $149,673-76.2% | $75,163-52.6% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 19.05% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,330 | $3,137-57.6% | $4,818-72.4% | $2,670-50.2% |
| Participant deferral / active EE | $4,924 | $3,411+44.4% | $5,680-13.3% | $4,125+19.4% |
| Admin fee / account holder | $3,286 | $5,956-44.8% | $13,210-75.1% | $5,651-41.9% |