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 | $37,614 | $95,803-60.7% | $113,168-66.8% | $84,808-55.6% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,469 | $2,360+89.4% | $2,975+50.2% | $2,631+69.9% |
| Participant deferral / active EE | $2,142 | $4,242-49.5% | $5,107-58.1% | $4,212-49.1% |
| Admin fee / account holder | $6,968 | $8,989-22.5% | $12,068-42.3% | $7,344-5.1% |