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 | $38,384 | $101,724-62.3% | $164,813-76.7% | $80,856-52.5% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 17.57% | 16.72%+0.9pp | 69.93%-52.4pp | 35.59%-18.0pp |
| Employer contribution / active EE | $4,725 | $2,953+60.0% | $4,341+8.9% | $2,755+71.5% |
| Participant deferral / active EE | $7,508 | $4,477+67.7% | $6,031+24.5% | $4,296+74.8% |
| Admin fee / account holder | $1,995 | $8,227-75.8% | $12,690-84.3% | $6,918-71.2% |