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 5-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 | $74,927-53.5% | $101,794-65.8% | $84,808-58.9% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.0pp | 68.3%+5.9pp |
| Annual return | 34.48% | 18.70%+15.8pp | 30.53%+4.0pp | 40.90%-6.4pp |
| Employer contribution / active EE | $2,041 | $1,522+34.1% | $2,289-10.8% | $2,631-22.4% |
| Participant deferral / active EE | $4,580 | $3,099+47.8% | $4,084+12.1% | $4,212+8.7% |
| Admin fee / account holder | $3,398 | $6,514-47.8% | $8,777-61.3% | $7,344-53.7% |