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 9-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 | $28,089 | $51,045-45.0% | $70,515-60.2% | $71,457-60.7% |
| Participation rate | 78.7% | 59.4%+19.3pp | 68.3%+10.4pp | 67.9%+10.8pp |
| Annual return | 16.65% | 42.63%-26.0pp | 32.77%-16.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,923 | $1,790+7.4% | $2,973-35.3% | $2,588-25.7% |
| Participant deferral / active EE | $4,372 | $3,026+44.5% | $4,567-4.3% | $4,289+1.9% |
| Admin fee / account holder | $6,063 | $1,994+204.1% | $6,412-5.4% | $1,587+282.0% |