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 | $32,393 | $58,208-44.3% | $81,812-60.4% | $80,856-59.9% |
| Participation rate | 96.8% | 63.4%+33.4pp | 72.3%+24.4pp | 67.6%+29.1pp |
| Annual return | 12.20% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,266 | $2,340-3.2% | $2,912-22.2% | $2,755-17.7% |
| Participant deferral / active EE | $2,617 | $3,281-20.2% | $4,319-39.4% | $4,296-39.1% |
| Admin fee / account holder | $3,865 | $4,981-22.4% | $7,386-47.7% | $6,918-44.1% |