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 5-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 | $32,857 | $80,717-59.3% | $154,803-78.8% | $84,808-61.3% |
| Participation rate | 95.8% | 66.8%+29.0pp | 78.1%+17.8pp | 68.3%+27.5pp |
| Annual return | 26.78% | 37.96%-11.2pp | 58.88%-32.1pp | 40.90%-14.1pp |
| Employer contribution / active EE | $2,058 | $2,761-25.5% | $4,305-52.2% | $2,631-21.8% |
| Participant deferral / active EE | $3,071 | $3,303-7.0% | $5,540-44.6% | $4,212-27.1% |
| Admin fee / account holder | $1,875 | $6,746-72.2% | $14,329-86.9% | $7,344-74.5% |