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 8-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 | $32,019 | $60,022-46.7% | $88,946-64.0% | $84,808-62.2% |
| Participation rate | 90.7% | 57.8%+32.9pp | 68.8%+21.8pp | 68.3%+22.4pp |
| Annual return | 15.42% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,975 | $1,703+74.7% | $2,555+16.5% | $2,631+13.1% |
| Participant deferral / active EE | $5,503 | $3,114+76.7% | $4,581+20.1% | $4,212+30.7% |
| Admin fee / account holder | $5,238 | $4,811+8.9% | $8,261-36.6% | $7,344-28.7% |