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 | $34,454 | $54,705-37.0% | $71,209-51.6% | $84,808-59.4% |
| Participation rate | 89.8% | 64.1%+25.8pp | 73.8%+16.1pp | 68.3%+21.5pp |
| Annual return | 20.99% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,217 | $2,158+2.8% | $2,721-18.5% | $2,631-15.7% |
| Participant deferral / active EE | $5,184 | $3,030+71.1% | $4,175+24.2% | $4,212+23.1% |
| Admin fee / account holder | $6,201 | $4,863+27.5% | $5,349+15.9% | $7,344-15.6% |