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 | $34,640 | $163,101-78.8% | $136,749-74.7% | $142,382-75.7% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 15.71% | 27.54%-11.8pp | 24.33%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,832 | $4,117-55.5% | $3,400-46.1% | $4,299-57.4% |
| Participant deferral / active EE | $4,604 | $5,585-17.6% | $4,692-1.9% | $6,507-29.2% |
| Admin fee / account holder | $1,289 | $14,318-91.0% | $11,386-88.7% | $12,624-89.8% |