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 | $33,285 | $94,625-64.8% | $116,228-71.4% | $84,808-60.8% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 15.55% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,429 | $2,347-39.1% | $2,994-52.3% | $2,631-45.7% |
| Participant deferral / active EE | $3,998 | $3,972+0.7% | $4,953-19.3% | $4,212-5.1% |
| Admin fee / account holder | $3,348 | $10,091-66.8% | $11,989-72.1% | $7,344-54.4% |