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 | $20,032 | $74,927-73.3% | $101,794-80.3% | $84,808-76.4% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 37.88% | 18.70%+19.2pp | 30.53%+7.4pp | 40.90%-3.0pp |
| Employer contribution / active EE | $1,655 | $1,522+8.8% | $2,289-27.7% | $2,631-37.1% |
| Participant deferral / active EE | $3,488 | $3,099+12.6% | $4,084-14.6% | $4,212-17.2% |
| Admin fee / account holder | $1,891 | $6,514-71.0% | $8,777-78.5% | $7,344-74.2% |