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 | $37,966 | $100,754-62.3% | $86,677-56.2% | $134,475-71.8% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | 5.60% | 29.04%-23.4pp | 35.91%-30.3pp | 417.96%-412.4pp |
| Employer contribution / active EE | $2,555 | $3,489-26.8% | $2,836-9.9% | $4,740-46.1% |
| Participant deferral / active EE | $4,742 | $5,338-11.2% | $4,656+1.9% | $6,400-25.9% |
| Admin fee / account holder | $782 | $10,926-92.8% | $7,493-89.6% | $11,426-93.2% |