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 3-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 | $40,560 | $80,673-49.7% | $101,326-60.0% | $84,808-52.2% |
| Participation rate | 88.5% | 77.8%+10.7pp | 81.5%+7.0pp | 68.3%+20.2pp |
| Annual return | 25.70% | 38.95%-13.3pp | 36.82%-11.1pp | 40.90%-15.2pp |
| Employer contribution / active EE | $3,382 | $2,698+25.4% | $3,665-7.7% | $2,631+28.5% |
| Participant deferral / active EE | $8,211 | $6,840+20.0% | $7,994+2.7% | $4,212+95.0% |
| Admin fee / account holder | $1,058 | $12,784-91.7% | $11,185-90.5% | $7,344-85.6% |