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 | $35,780 | $62,573-42.8% | $85,682-58.2% | $85,850-58.3% |
| Participation rate | 76.2% | 61.1%+15.1pp | 69.9%+6.3pp | 69.3%+6.9pp |
| Annual return | 15.48% | 23.77%-8.3pp | 21.49%-6.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,152 | $1,757+22.5% | $2,618-17.8% | $2,565-16.1% |
| Participant deferral / active EE | $5,578 | $2,802+99.0% | $3,923+42.2% | $3,952+41.1% |
| Admin fee / account holder | $4,617 | $4,640-0.5% | $6,873-32.8% | $6,260-26.2% |