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 9-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 | $34,830 | $109,881-68.3% | $150,045-76.8% | $84,808-58.9% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 17.25% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,984 | $3,561+11.9% | $4,693-15.1% | $2,631+51.4% |
| Participant deferral / active EE | $6,532 | $6,636-1.6% | $7,997-18.3% | $4,212+55.1% |
| Admin fee / account holder | $6,551 | $8,568-23.5% | $13,435-51.2% | $7,344-10.8% |