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 | $39,877 | $59,839-33.4% | $81,983-51.4% | $79,858-50.1% |
| Participation rate | 86.9% | 61.6%+25.3pp | 69.2%+17.6pp | 69.6%+17.3pp |
| Annual return | 16.29% | 17.56%-1.3pp | 41.31%-25.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,823 | $1,713+6.4% | $2,498-27.0% | $2,471-26.2% |
| Participant deferral / active EE | $3,742 | $2,695+38.8% | $3,722+0.5% | $3,740+0.1% |
| Admin fee / account holder | $4,410 | $4,287+2.9% | $5,664-22.1% | $5,306-16.9% |