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 6-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 | $53,809 | $80,717-33.3% | $154,803-65.2% | $84,808-36.6% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 14.12% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,547 | $2,761-7.8% | $4,305-40.8% | $2,631-3.2% |
| Participant deferral / active EE | $3,976 | $3,303+20.4% | $5,540-28.2% | $4,212-5.6% |
| Admin fee / account holder | $1,605 | $6,746-76.2% | $14,329-88.8% | $7,344-78.1% |