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 | $38,113 | $64,480-40.9% | $81,382-53.2% | $80,856-52.9% |
| Participation rate | 96.7% | 63.9%+32.8pp | 69.5%+27.2pp | 67.6%+29.0pp |
| Annual return | 18.90% | 16.34%+2.6pp | 24.73%-5.8pp | 35.59%-16.7pp |
| Employer contribution / active EE | $7,868 | $1,978+297.7% | $2,463+219.5% | $2,755+185.6% |
| Participant deferral / active EE | $10,622 | $3,094+243.3% | $3,883+173.5% | $4,296+147.3% |
| Admin fee / account holder | $5,230 | $5,671-7.8% | $5,768-9.3% | $6,918-24.4% |