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 3-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 | $46,896 | $78,926-40.6% | $136,749-65.7% | $84,808-44.7% |
| Participation rate | 93.7% | 62.2%+31.5pp | 72.1%+21.5pp | 68.3%+25.3pp |
| Annual return | 14.51% | 18.17%-3.7pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,180 | $2,134+95.9% | $3,400+23.0% | $2,631+58.9% |
| Participant deferral / active EE | $7,133 | $3,168+125.1% | $4,692+52.0% | $4,212+69.4% |
| Admin fee / account holder | $2,332 | $6,369-63.4% | $11,386-79.5% | $7,344-68.3% |