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 | $34,932 | $74,927-53.4% | $101,794-65.7% | $84,808-58.8% |
| Participation rate | 75.8% | 61.4%+14.4pp | 69.2%+6.6pp | 68.3%+7.5pp |
| Annual return | 17.24% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,811 | $1,522+19.0% | $2,289-20.9% | $2,631-31.2% |
| Participant deferral / active EE | $3,790 | $3,099+22.3% | $4,084-7.2% | $4,212-10.0% |
| Admin fee / account holder | $2,919 | $6,514-55.2% | $8,777-66.7% | $7,344-60.3% |