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 5-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 | $39,285 | $109,413-64.1% | $156,263-74.9% | $84,808-53.7% |
| Participation rate | 71.1% | 72.7%-1.6pp | 78.9%-7.8pp | 68.3%+2.8pp |
| Annual return | 18.13% | 20.18%-2.1pp | 59.47%-41.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,164 | $2,907-60.0% | $4,333-73.1% | $2,631-55.8% |
| Participant deferral / active EE | $4,878 | $4,590+6.3% | $6,158-20.8% | $4,212+15.8% |
| Admin fee / account holder | $3,148 | $9,357-66.4% | $14,255-77.9% | $7,344-57.1% |