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 | $44,431 | $81,460-45.5% | $103,333-57.0% | $80,856-45.0% |
| Participation rate | 80.5% | 66.8%+13.6pp | 74.5%+6.0pp | 67.6%+12.8pp |
| Annual return | 21.52% | 25.55%-4.0pp | 24.88%-3.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,216 | $3,105-28.6% | $3,868-42.7% | $2,755-19.6% |
| Participant deferral / active EE | $4,666 | $3,869+20.6% | $5,057-7.7% | $4,296+8.6% |
| Admin fee / account holder | $6,197 | $6,566-5.6% | $8,355-25.8% | $6,918-10.4% |