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 | $29,739 | $80,717-63.2% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 17.20% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,559 | $2,761-43.5% | $4,305-63.8% | $2,631-40.7% |
| Participant deferral / active EE | $4,403 | $3,303+33.3% | $5,540-20.5% | $4,212+4.5% |
| Admin fee / account holder | $1,963 | $6,746-70.9% | $14,329-86.3% | $7,344-73.3% |