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 | $31,927 | $80,673-60.4% | $101,326-68.5% | $84,808-62.4% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.2pp |
| Annual return | 54.04% | 38.95%+15.1pp | 36.82%+17.2pp | 40.90%+13.1pp |
| Employer contribution / active EE | $3,614 | $2,698+34.0% | $3,665-1.4% | $2,631+37.4% |
| Participant deferral / active EE | $7,025 | $6,840+2.7% | $7,994-12.1% | $4,212+66.8% |
| Admin fee / account holder | $2,226 | $12,784-82.6% | $11,185-80.1% | $7,344-69.7% |