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 | $35,917 | $60,022-40.2% | $88,946-59.6% | $84,808-57.6% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 34.25% | 22.43%+11.8pp | 57.82%-23.6pp | 40.90%-6.6pp |
| Employer contribution / active EE | $4,767 | $1,703+180.0% | $2,555+86.6% | $2,631+81.2% |
| Participant deferral / active EE | $7,504 | $3,114+141.0% | $4,581+63.8% | $4,212+78.2% |
| Admin fee / account holder | $5,071 | $4,811+5.4% | $8,261-38.6% | $7,344-30.9% |