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 | $40,022 | $86,929-54.0% | $102,423-60.9% | $80,856-50.5% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 16.98% | 18.88%-1.9pp | 29.32%-12.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,739 | $2,369+57.8% | $3,023+23.7% | $2,755+35.7% |
| Participant deferral / active EE | $7,547 | $4,118+83.2% | $5,053+49.4% | $4,296+75.7% |
| Admin fee / account holder | $1,954 | $8,049-75.7% | $9,451-79.3% | $6,918-71.8% |