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 10-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 | $34,360 | $109,413-68.6% | $156,263-78.0% | $84,808-59.5% |
| Participation rate | 81.4% | 72.7%+8.7pp | 78.9%+2.5pp | 68.3%+13.1pp |
| Annual return | 20.26% | 20.18%+0.1pp | 59.47%-39.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $874 | $2,907-69.9% | $4,333-79.8% | $2,631-66.8% |
| Participant deferral / active EE | $2,045 | $4,590-55.4% | $6,158-66.8% | $4,212-51.4% |
| Admin fee / account holder | $5,167 | $9,357-44.8% | $14,255-63.8% | $7,344-29.6% |