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 | $22,234 | $68,719-67.6% | $91,541-75.7% | $84,808-73.8% |
| Participation rate | 95.0% | 64.5%+30.5pp | 69.8%+25.2pp | 68.3%+26.7pp |
| Annual return | 20.98% | 19.12%+1.9pp | 20.50%+0.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,663 | $1,920-13.4% | $2,505-33.6% | $2,631-36.8% |
| Participant deferral / active EE | $3,773 | $3,136+20.3% | $4,008-5.9% | $4,212-10.4% |
| Admin fee / account holder | $6,037 | $5,786+4.3% | $6,956-13.2% | $7,344-17.8% |