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 6-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 | $39,756 | $80,717-50.7% | $154,803-74.3% | $84,808-53.1% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 17.76% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,230 | $2,761+17.0% | $4,305-25.0% | $2,631+22.8% |
| Participant deferral / active EE | $4,169 | $3,303+26.2% | $5,540-24.8% | $4,212-1.0% |
| Admin fee / account holder | $2,112 | $6,746-68.7% | $14,329-85.3% | $7,344-71.2% |