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 8-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 | $33,804 | $81,460-58.5% | $103,333-67.3% | $80,856-58.2% |
| Participation rate | 77.6% | 66.8%+10.8pp | 74.5%+3.1pp | 67.6%+10.0pp |
| Annual return | 18.20% | 25.55%-7.3pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,128 | $3,105-31.5% | $3,868-45.0% | $2,755-22.7% |
| Participant deferral / active EE | $3,872 | $3,869+0.1% | $5,057-23.4% | $4,296-9.9% |
| Admin fee / account holder | $2,656 | $6,566-59.6% | $8,355-68.2% | $6,918-61.6% |