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 | $35,021 | $56,053-37.5% | $75,972-53.9% | $80,856-56.7% |
| Participation rate | 77.1% | 62.0%+15.1pp | 69.1%+8.1pp | 67.6%+9.5pp |
| Annual return | 16.01% | 20.53%-4.5pp | 359.55%-343.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,440 | $1,874+30.2% | $2,685-9.1% | $2,755-11.4% |
| Participant deferral / active EE | $4,433 | $3,052+45.3% | $4,255+4.2% | $4,296+3.2% |
| Admin fee / account holder | $2,027 | $5,234-61.3% | $6,467-68.6% | $6,918-70.7% |