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 | $35,365 | $60,022-41.1% | $88,946-60.2% | $84,808-58.3% |
| Participation rate | 90.3% | 57.8%+32.5pp | 68.8%+21.5pp | 68.3%+22.0pp |
| Annual return | 17.59% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,896 | $1,703+187.5% | $2,555+91.6% | $2,631+86.1% |
| Participant deferral / active EE | $2,072 | $3,114-33.4% | $4,581-54.8% | $4,212-50.8% |
| Admin fee / account holder | $587 | $4,811-87.8% | $8,261-92.9% | $7,344-92.0% |