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 | $56,838 | $101,724-44.1% | $164,813-65.5% | $80,856-29.7% |
| Participation rate | 90.2% | 71.8%+18.3pp | 78.6%+11.6pp | 67.6%+22.5pp |
| Annual return | 12.40% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,279 | $2,953-22.8% | $4,341-47.5% | $2,755-17.3% |
| Participant deferral / active EE | $3,924 | $4,477-12.3% | $6,031-34.9% | $4,296-8.6% |
| Admin fee / account holder | $21,374 | $8,227+159.8% | $12,690+68.4% | $6,918+209.0% |