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 7-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 | $30,283 | $80,673-62.5% | $101,326-70.1% | $84,808-64.3% |
| Participation rate | 93.9% | 77.8%+16.2pp | 81.5%+12.4pp | 68.3%+25.6pp |
| Annual return | 20.07% | 38.95%-18.9pp | 36.82%-16.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,023 | $2,698-25.0% | $3,665-44.8% | $2,631-23.1% |
| Participant deferral / active EE | $5,914 | $6,840-13.5% | $7,994-26.0% | $4,212+40.4% |
| Admin fee / account holder | $2,153 | $12,784-83.2% | $11,185-80.7% | $7,344-70.7% |