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 | $31,285 | $106,515-70.6% | $96,683-67.6% | $139,434-77.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.44% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,001 | $4,103-51.2% | $3,737-46.4% | $4,751-57.9% |
| Participant deferral / active EE | $3,301 | $5,454-39.5% | $4,878-32.3% | $6,710-50.8% |
| Admin fee / account holder | $1,519 | $7,877-80.7% | $6,730-77.4% | $11,403-86.7% |