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 3-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 | $30,293 | $81,460-62.8% | $103,333-70.7% | $80,856-62.5% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 29.58% | 25.55%+4.0pp | 24.88%+4.7pp | 35.59%-6.0pp |
| Employer contribution / active EE | $7,378 | $3,105+137.6% | $3,868+90.8% | $2,755+167.8% |
| Participant deferral / active EE | $4,058 | $3,869+4.9% | $5,057-19.8% | $4,296-5.5% |
| Admin fee / account holder | $2,121 | $6,566-67.7% | $8,355-74.6% | $6,918-69.3% |