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 9-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 | $33,389 | $80,673-58.6% | $101,326-67.0% | $84,808-60.6% |
| Participation rate | 94.9% | 77.8%+17.1pp | 81.5%+13.4pp | 68.3%+26.6pp |
| Annual return | 21.82% | 38.95%-17.1pp | 36.82%-15.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,034 | $2,698-61.7% | $3,665-71.8% | $2,631-60.7% |
| Participant deferral / active EE | $6,346 | $6,840-7.2% | $7,994-20.6% | $4,212+50.7% |
| Admin fee / account holder | $820 | $12,784-93.6% | $11,185-92.7% | $7,344-88.8% |