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 | $32,298 | $86,929-62.8% | $102,423-68.5% | $80,856-60.1% |
| Participation rate | 81.6% | 72.4%+9.3pp | 76.5%+5.1pp | 67.6%+14.0pp |
| Annual return | 14.82% | 18.88%-4.1pp | 29.32%-14.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,020 | $2,369-14.7% | $3,023-33.2% | $2,755-26.7% |
| Participant deferral / active EE | $3,086 | $4,118-25.1% | $5,053-38.9% | $4,296-28.2% |
| Admin fee / account holder | $594 | $8,049-92.6% | $9,451-93.7% | $6,918-91.4% |