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 4-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 | $37,912 | $95,803-60.4% | $113,168-66.5% | $84,808-55.3% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 23.09% | 25.00%-1.9pp | 24.27%-1.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $4,427 | $2,360+87.6% | $2,975+48.8% | $2,631+68.2% |
| Participant deferral / active EE | $8,013 | $4,242+88.9% | $5,107+56.9% | $4,212+90.2% |
| Admin fee / account holder | $1,334 | $8,989-85.2% | $12,068-88.9% | $7,344-81.8% |