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 | $28,901 | $80,673-64.2% | $101,326-71.5% | $84,808-65.9% |
| Participation rate | 90.6% | 77.8%+12.8pp | 81.5%+9.1pp | 68.3%+22.3pp |
| Annual return | 38.79% | 38.95%-0.2pp | 36.82%+2.0pp | 40.90%-2.1pp |
| Employer contribution / active EE | $5,232 | $2,698+93.9% | $3,665+42.8% | $2,631+98.9% |
| Participant deferral / active EE | $10,444 | $6,840+52.7% | $7,994+30.6% | $4,212+148.0% |
| Admin fee / account holder | $6,719 | $12,784-47.4% | $11,185-39.9% | $7,344-8.5% |