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 | $32,607 | $68,719-52.5% | $91,541-64.4% | $84,808-61.6% |
| Participation rate | 87.5% | 64.5%+23.0pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 16.25% | 19.12%-2.9pp | 20.50%-4.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,217 | $1,920+15.5% | $2,505-11.5% | $2,631-15.7% |
| Participant deferral / active EE | $4,724 | $3,136+50.7% | $4,008+17.9% | $4,212+12.2% |
| Admin fee / account holder | $872 | $5,786-84.9% | $6,956-87.5% | $7,344-88.1% |