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 | $42,005 | $100,923-58.4% | $150,045-72.0% | $74,304-43.5% |
| Participation rate | 83.9% | 70.1%+13.8pp | 82.3%+1.5pp | 60.3%+23.5pp |
| Annual return | 22.74% | 51.77%-29.0pp | 62.55%-39.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $3,619 | $3,463+4.5% | $4,693-22.9% | $2,241+61.5% |
| Participant deferral / active EE | $8,332 | $6,709+24.2% | $7,997+4.2% | $3,767+121.2% |
| Admin fee / account holder | $8,180 | $2,767+195.6% | $13,435-39.1% | $2,969+175.5% |