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 7-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 | $33,273 | $80,717-58.8% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.9pp | 68.3%+27.6pp |
| Annual return | 46.84% | 37.96%+8.9pp | 58.88%-12.0pp | 40.90%+5.9pp |
| Employer contribution / active EE | $2,012 | $2,761-27.2% | $4,305-53.3% | $2,631-23.5% |
| Participant deferral / active EE | $4,502 | $3,303+36.3% | $5,540-18.7% | $4,212+6.9% |
| Admin fee / account holder | $3,801 | $6,746-43.7% | $14,329-73.5% | $7,344-48.2% |