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 6-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 | $33,174 | $109,881-69.8% | $150,045-77.9% | $84,808-60.9% |
| Participation rate | 76.2% | 76.1%+0.1pp | 82.3%-6.1pp | 68.3%+7.9pp |
| Annual return | 17.34% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,446 | $3,561-3.2% | $4,693-26.6% | $2,631+31.0% |
| Participant deferral / active EE | $6,958 | $6,636+4.8% | $7,997-13.0% | $4,212+65.2% |
| Admin fee / account holder | $3,282 | $8,568-61.7% | $13,435-75.6% | $7,344-55.3% |