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 4-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 | $32,073 | $109,881-70.8% | $150,045-78.6% | $84,808-62.2% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 18.29% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,851 | $3,561-20.0% | $4,693-39.3% | $2,631+8.4% |
| Participant deferral / active EE | $5,929 | $6,636-10.7% | $7,997-25.9% | $4,212+40.8% |
| Admin fee / account holder | $2,696 | $8,568-68.5% | $13,435-79.9% | $7,344-63.3% |