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 7-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 | $33,600 | $95,803-64.9% | $113,168-70.3% | $84,808-60.4% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.9pp |
| Annual return | 16.15% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,065 | $2,360-12.5% | $2,975-30.6% | $2,631-21.5% |
| Participant deferral / active EE | $3,430 | $4,242-19.1% | $5,107-32.8% | $4,212-18.6% |
| Admin fee / account holder | $2,210 | $8,989-75.4% | $12,068-81.7% | $7,344-69.9% |