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 | $32,966 | $80,673-59.1% | $101,326-67.5% | $84,808-61.1% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 22.90% | 38.95%-16.1pp | 36.82%-13.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $2,876 | $2,698+6.6% | $3,665-21.5% | $2,631+9.3% |
| Participant deferral / active EE | $5,739 | $6,840-16.1% | $7,994-28.2% | $4,212+36.3% |
| Admin fee / account holder | $374 | $12,784-97.1% | $11,185-96.7% | $7,344-94.9% |