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 | $35,132 | $60,022-41.5% | $88,946-60.5% | $84,808-58.6% |
| Participation rate | 72.4% | 57.8%+14.6pp | 68.8%+3.6pp | 68.3%+4.1pp |
| Annual return | 21.68% | 22.43%-0.8pp | 57.82%-36.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,196 | $1,703+87.7% | $2,555+25.1% | $2,631+21.5% |
| Participant deferral / active EE | $7,543 | $3,114+142.3% | $4,581+64.7% | $4,212+79.1% |
| Admin fee / account holder | $473 | $4,811-90.2% | $8,261-94.3% | $7,344-93.6% |