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 | $38,213 | $94,625-59.6% | $116,228-67.1% | $84,808-54.9% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.6%+3.2pp | 68.3%+9.5pp |
| Annual return | 28.20% | 20.40%+7.8pp | 90.06%-61.9pp | 40.90%-12.7pp |
| Employer contribution / active EE | $1,858 | $2,347-20.8% | $2,994-38.0% | $2,631-29.4% |
| Participant deferral / active EE | $3,986 | $3,972+0.4% | $4,953-19.5% | $4,212-5.3% |
| Admin fee / account holder | $515 | $10,091-94.9% | $11,989-95.7% | $7,344-93.0% |