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 | $34,533 | $81,460-57.6% | $103,333-66.6% | $80,856-57.3% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 13.50% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,951 | $3,105-37.2% | $3,868-49.6% | $2,755-29.2% |
| Participant deferral / active EE | $5,019 | $3,869+29.7% | $5,057-0.8% | $4,296+16.8% |
| Admin fee / account holder | $1,395 | $6,566-78.8% | $8,355-83.3% | $6,918-79.8% |