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 | $58,232 | $148,978-60.9% | $200,582-71.0% | $84,808-31.3% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 20.88% | 28.16%-7.3pp | 42.33%-21.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $6,045 | $4,815+25.5% | $6,419-5.8% | $2,631+129.8% |
| Participant deferral / active EE | $11,294 | $7,142+58.1% | $9,331+21.0% | $4,212+168.2% |
| Admin fee / account holder | $601 | $13,977-95.7% | $16,305-96.3% | $7,344-91.8% |