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 | $41,183 | $109,881-62.5% | $150,045-72.6% | $84,808-51.4% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 49.95% | 28.25%+21.7pp | 62.55%-12.6pp | 40.90%+9.1pp |
| Employer contribution / active EE | $3,344 | $3,561-6.1% | $4,693-28.7% | $2,631+27.1% |
| Participant deferral / active EE | $7,523 | $6,636+13.4% | $7,997-5.9% | $4,212+78.6% |
| Admin fee / account holder | $954 | $8,568-88.9% | $13,435-92.9% | $7,344-87.0% |