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 8-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 | $29,862 | $63,355-52.9% | $91,989-67.5% | $72,985-59.1% |
| Participation rate | 85.2% | 72.5%+12.7pp | 78.6%+6.6pp | 69.5%+15.7pp |
| Annual return | 23.20% | 35.35%-12.2pp | 69.02%-45.8pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,048 | $2,116-50.5% | $3,452-69.6% | $2,440-57.0% |
| Participant deferral / active EE | $4,893 | $4,883+0.2% | $5,923-17.4% | $3,607+35.6% |
| Admin fee / account holder | $10,972 | $4,668+135.0% | $7,743+41.7% | $5,124+114.1% |