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 | $29,020 | $60,892-52.3% | $82,389-64.8% | $84,808-65.8% |
| Participation rate | 84.0% | 63.3%+20.7pp | 69.5%+14.5pp | 68.3%+15.7pp |
| Annual return | 20.94% | 37.29%-16.4pp | 28.67%-7.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,611 | $1,779+46.7% | $2,517+3.7% | $2,631-0.8% |
| Participant deferral / active EE | $4,143 | $3,179+30.3% | $4,155-0.3% | $4,212-1.6% |
| Admin fee / account holder | $1,066 | $5,467-80.5% | $7,231-85.3% | $7,344-85.5% |