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 5-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 | $33,278 | $60,022-44.6% | $88,946-62.6% | $84,808-60.8% |
| Participation rate | 77.4% | 57.8%+19.6pp | 68.8%+8.6pp | 68.3%+9.1pp |
| Annual return | 19.42% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,673 | $1,703-1.8% | $2,555-34.5% | $2,631-36.4% |
| Participant deferral / active EE | $3,446 | $3,114+10.7% | $4,581-24.8% | $4,212-18.2% |
| Admin fee / account holder | $1,451 | $4,811-69.8% | $8,261-82.4% | $7,344-80.2% |