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 10-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 | $34,411 | $80,717-57.4% | $154,803-77.8% | $84,808-59.4% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 23.87% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,476 | $2,761-46.6% | $4,305-65.7% | $2,631-43.9% |
| Participant deferral / active EE | $1,340 | $3,303-59.4% | $5,540-75.8% | $4,212-68.2% |
| Admin fee / account holder | $4,894 | $6,746-27.4% | $14,329-65.8% | $7,344-33.4% |