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 | $39,406 | $77,503-49.2% | $100,391-60.7% | $80,856-51.3% |
| Participation rate | 71.4% | 76.9%-5.5pp | 81.5%-10.1pp | 67.6%+3.8pp |
| Annual return | 14.11% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $4,116 | $2,801+47.0% | $3,942+4.4% | $2,755+49.4% |
| Participant deferral / active EE | $9,319 | $6,820+36.6% | $8,082+15.3% | $4,296+116.9% |
| Admin fee / account holder | $22,856 | $5,897+287.6% | $7,899+189.3% | $6,918+230.4% |