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 7-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 | $36,628 | $95,803-61.8% | $113,168-67.6% | $84,808-56.8% |
| Participation rate | 94.5% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.2pp |
| Annual return | 16.13% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,698 | $2,360-28.0% | $2,975-42.9% | $2,631-35.4% |
| Participant deferral / active EE | $4,545 | $4,242+7.1% | $5,107-11.0% | $4,212+7.9% |
| Admin fee / account holder | $7,855 | $8,989-12.6% | $12,068-34.9% | $7,344+7.0% |