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 | $28,556 | $74,927-61.9% | $101,794-71.9% | $84,808-66.3% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.2pp | 68.3%+26.0pp |
| Annual return | 25.03% | 18.70%+6.3pp | 30.53%-5.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $4,519 | $1,522+196.9% | $2,289+97.4% | $2,631+71.8% |
| Participant deferral / active EE | $12,282 | $3,099+296.3% | $4,084+200.7% | $4,212+191.6% |
| Admin fee / account holder | $2,693 | $6,514-58.7% | $8,777-69.3% | $7,344-63.3% |