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 4-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 | $39,852 | $89,753-55.6% | $107,525-62.9% | $84,808-53.0% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 32.06% | 29.48%+2.6pp | 181.32%-149.3pp | 40.90%-8.8pp |
| Employer contribution / active EE | $1,932 | $3,113-37.9% | $3,754-48.5% | $2,631-26.6% |
| Participant deferral / active EE | $2,766 | $4,056-31.8% | $5,116-45.9% | $4,212-34.3% |
| Admin fee / account holder | $4,946 | $7,222-31.5% | $8,919-44.5% | $7,344-32.6% |