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 | $38,045 | $109,881-65.4% | $150,045-74.6% | $84,808-55.1% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 20.66% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,720 | $3,561-23.6% | $4,693-42.0% | $2,631+3.4% |
| Participant deferral / active EE | $4,791 | $6,636-27.8% | $7,997-40.1% | $4,212+13.8% |
| Admin fee / account holder | $654 | $8,568-92.4% | $13,435-95.1% | $7,344-91.1% |