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 4-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 | $29,045 | $60,022-51.6% | $88,946-67.3% | $84,808-65.8% |
| Participation rate | 92.3% | 57.8%+34.5pp | 68.8%+23.5pp | 68.3%+24.0pp |
| Annual return | 23.47% | 22.43%+1.0pp | 57.82%-34.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $5,337 | $1,703+213.5% | $2,555+108.9% | $2,631+102.9% |
| Participant deferral / active EE | $5,069 | $3,114+62.8% | $4,581+10.6% | $4,212+20.4% |
| Admin fee / account holder | $447 | $4,811-90.7% | $8,261-94.6% | $7,344-93.9% |