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 | $35,600 | $81,248-56.2% | $155,509-77.1% | $80,856-56.0% |
| Participation rate | 95.1% | 66.2%+28.8pp | 78.2%+16.9pp | 67.6%+27.4pp |
| Annual return | 11.76% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,312 | $3,100+6.8% | $4,672-29.1% | $2,755+20.2% |
| Participant deferral / active EE | $7,574 | $3,452+119.4% | $5,626+34.6% | $4,296+76.3% |
| Admin fee / account holder | $6,302 | $7,997-21.2% | $15,912-60.4% | $6,918-8.9% |