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 6-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 | $30,386 | $74,927-59.4% | $101,794-70.1% | $84,808-64.2% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.0pp |
| Annual return | 21.28% | 18.70%+2.6pp | 30.53%-9.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,155 | $1,522+41.6% | $2,289-5.9% | $2,631-18.1% |
| Participant deferral / active EE | $3,524 | $3,099+13.7% | $4,084-13.7% | $4,212-16.3% |
| Admin fee / account holder | $608 | $6,514-90.7% | $8,777-93.1% | $7,344-91.7% |