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 | $40,540 | $109,413-62.9% | $156,263-74.1% | $84,808-52.2% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 23.48% | 20.18%+3.3pp | 59.47%-36.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $4,054 | $2,907+39.5% | $4,333-6.4% | $2,631+54.1% |
| Participant deferral / active EE | $9,981 | $4,590+117.5% | $6,158+62.1% | $4,212+137.0% |
| Admin fee / account holder | $4,063 | $9,357-56.6% | $14,255-71.5% | $7,344-44.7% |