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 | $31,571 | $55,706-43.3% | $75,886-58.4% | $72,985-56.7% |
| Participation rate | 84.4% | 61.1%+23.2pp | 69.3%+15.1pp | 69.5%+14.9pp |
| Annual return | 20.08% | 27.59%-7.5pp | 30.76%-10.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,712 | $1,687+1.5% | $2,500-31.5% | $2,440-29.8% |
| Participant deferral / active EE | $3,326 | $2,634+26.3% | $3,603-7.7% | $3,607-7.8% |
| Admin fee / account holder | $9,764 | $3,978+145.4% | $5,418+80.2% | $5,124+90.5% |