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 | $52,537 | $86,929-39.6% | $102,423-48.7% | $80,856-35.0% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.5pp |
| Annual return | 10.92% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $7,135 | $2,369+201.1% | $3,023+136.0% | $2,755+159.0% |
| Participant deferral / active EE | $7,557 | $4,118+83.5% | $5,053+49.6% | $4,296+75.9% |
| Admin fee / account holder | $4,115 | $8,049-48.9% | $9,451-56.5% | $6,918-40.5% |