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 | $32,784 | $109,881-70.2% | $150,045-78.2% | $84,808-61.3% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 22.61% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,076 | $3,561+14.5% | $4,693-13.1% | $2,631+54.9% |
| Participant deferral / active EE | $8,987 | $6,636+35.4% | $7,997+12.4% | $4,212+113.4% |
| Admin fee / account holder | $471 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |