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 | $41,282 | $80,717-48.9% | $154,803-73.3% | $84,808-51.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 21.22% | 37.96%-16.7pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,273 | $2,761-53.9% | $4,305-70.4% | $2,631-51.6% |
| Participant deferral / active EE | $4,913 | $3,303+48.7% | $5,540-11.3% | $4,212+16.7% |
| Admin fee / account holder | $470 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |