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 | $61,311 | $109,413-44.0% | $156,263-60.8% | $84,808-27.7% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+29.0pp |
| Annual return | 15.51% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,329 | $2,907-54.3% | $4,333-69.3% | $2,631-49.5% |
| Participant deferral / active EE | $2,876 | $4,590-37.3% | $6,158-53.3% | $4,212-31.7% |
| Admin fee / account holder | $419 | $9,357-95.5% | $14,255-97.1% | $7,344-94.3% |