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 7-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 | $42,443 | $80,717-47.4% | $154,803-72.6% | $84,808-50.0% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+14.0pp | 68.3%+23.7pp |
| Annual return | 20.72% | 37.96%-17.2pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,939 | $2,761+6.4% | $4,305-31.7% | $2,631+11.7% |
| Participant deferral / active EE | $4,016 | $3,303+21.6% | $5,540-27.5% | $4,212-4.6% |
| Admin fee / account holder | $1,421 | $6,746-78.9% | $14,329-90.1% | $7,344-80.6% |