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 | $43,511 | $65,365-33.4% | $92,893-53.2% | $72,985-40.4% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 24.46% | 42.10%-17.6pp | 109.41%-85.0pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,636 | $2,594+1.6% | $3,653-27.8% | $2,440+8.0% |
| Participant deferral / active EE | $4,803 | $3,128+53.5% | $4,236+13.4% | $3,607+33.1% |
| Admin fee / account holder | $1,354 | $4,251-68.1% | $5,794-76.6% | $5,124-73.6% |