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 8-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 | $45,008 | $102,605-56.1% | $145,661-69.1% | $84,808-46.9% |
| Participation rate | 77.8% | 74.3%+3.5pp | 77.2%+0.6pp | 68.3%+9.5pp |
| Annual return | 23.12% | 26.50%-3.4pp | 101.46%-78.3pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,153 | $3,325-35.3% | $4,238-49.2% | $2,631-18.2% |
| Participant deferral / active EE | $4,706 | $5,750-18.2% | $7,198-34.6% | $4,212+11.7% |
| Admin fee / account holder | $8,489 | $8,758-3.1% | $12,466-31.9% | $7,344+15.6% |