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 5-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 | $33,576 | $60,892-44.9% | $82,389-59.2% | $84,808-60.4% |
| Participation rate | 82.1% | 63.3%+18.8pp | 69.5%+12.5pp | 68.3%+13.7pp |
| Annual return | 46.37% | 37.29%+9.1pp | 28.67%+17.7pp | 40.90%+5.5pp |
| Employer contribution / active EE | $2,019 | $1,779+13.5% | $2,517-19.8% | $2,631-23.3% |
| Participant deferral / active EE | $3,800 | $3,179+19.5% | $4,155-8.5% | $4,212-9.8% |
| Admin fee / account holder | $1,297 | $5,467-76.3% | $7,231-82.1% | $7,344-82.3% |