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 | $36,743 | $60,022-38.8% | $88,946-58.7% | $84,808-56.7% |
| Participation rate | 97.1% | 57.8%+39.2pp | 68.8%+28.2pp | 68.3%+28.7pp |
| Annual return | 17.29% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,763 | $1,703+179.7% | $2,555+86.4% | $2,631+81.0% |
| Participant deferral / active EE | $3,618 | $3,114+16.2% | $4,581-21.0% | $4,212-14.1% |
| Admin fee / account holder | $907 | $4,811-81.2% | $8,261-89.0% | $7,344-87.7% |