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 8-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 | $22,419 | $78,926-71.6% | $136,749-83.6% | $84,808-73.6% |
| Participation rate | 96.9% | 62.2%+34.7pp | 72.1%+24.7pp | 68.3%+28.6pp |
| Annual return | 21.83% | 18.17%+3.7pp | 24.33%-2.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,732 | $2,134+28.0% | $3,400-19.6% | $2,631+3.8% |
| Participant deferral / active EE | $4,526 | $3,168+42.8% | $4,692-3.5% | $4,212+7.5% |
| Admin fee / account holder | $2,551 | $6,369-60.0% | $11,386-77.6% | $7,344-65.3% |