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 | $74,641 | $109,881-32.1% | $150,045-50.3% | $84,808-12.0% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 43.94% | 28.25%+15.7pp | 62.55%-18.6pp | 40.90%+3.0pp |
| Employer contribution / active EE | $4,829 | $3,561+35.6% | $4,693+2.9% | $2,631+83.6% |
| Participant deferral / active EE | $8,222 | $6,636+23.9% | $7,997+2.8% | $4,212+95.2% |
| Admin fee / account holder | $855 | $8,568-90.0% | $13,435-93.6% | $7,344-88.4% |