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 | $35,717 | $109,881-67.5% | $150,045-76.2% | $84,808-57.9% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 19.74% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $4,717 | $3,561+32.5% | $4,693+0.5% | $2,631+79.3% |
| Participant deferral / active EE | $8,778 | $6,636+32.3% | $7,997+9.8% | $4,212+108.4% |
| Admin fee / account holder | $2,568 | $8,568-70.0% | $13,435-80.9% | $7,344-65.0% |