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 | $37,124 | $71,050-47.7% | $93,606-60.3% | $80,856-54.1% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 10.30% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $4,066 | $1,564+160.0% | $2,420+68.0% | $2,755+47.6% |
| Participant deferral / active EE | $5,589 | $4,034+38.6% | $4,411+26.7% | $4,296+30.1% |
| Admin fee / account holder | $1,039 | $6,945-85.0% | $8,285-87.5% | $6,918-85.0% |