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 8-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 | $36,971 | $77,503-52.3% | $100,391-63.2% | $80,856-54.3% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 15.02% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,994 | $2,801-28.8% | $3,942-49.4% | $2,755-27.6% |
| Participant deferral / active EE | $6,803 | $6,820-0.3% | $8,082-15.8% | $4,296+58.4% |
| Admin fee / account holder | $799 | $5,897-86.5% | $7,899-89.9% | $6,918-88.4% |