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 7-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 | $41,661 | $70,475-40.9% | $100,516-58.6% | $79,858-47.8% |
| Participation rate | 87.0% | 73.7%+13.3pp | 79.4%+7.6pp | 69.6%+17.3pp |
| Annual return | 38.01% | 21.90%+16.1pp | 30.89%+7.1pp | 31.71%+6.3pp |
| Employer contribution / active EE | $858 | $2,165-60.4% | $3,418-74.9% | $2,471-65.3% |
| Participant deferral / active EE | $4,941 | $5,181-4.6% | $6,270-21.2% | $3,740+32.1% |
| Admin fee / account holder | $2,233 | $4,478-50.1% | $8,081-72.4% | $5,306-57.9% |