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 4-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 | $35,289 | $127,065-72.2% | $113,168-68.8% | $142,382-75.2% |
| Participation rate | 81.3% | 79.2%+2.0pp | 76.6%+4.7pp | 80.1%+1.1pp |
| Annual return | 15.02% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,926 | $3,442-44.1% | $2,975-35.3% | $4,299-55.2% |
| Participant deferral / active EE | $5,464 | $5,716-4.4% | $5,107+7.0% | $6,507-16.0% |
| Admin fee / account holder | $2,719 | $15,736-82.7% | $12,068-77.5% | $12,624-78.5% |