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 4-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 | $29,845 | $109,881-72.8% | $150,045-80.1% | $84,808-64.8% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 19.15% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,798 | $3,561-49.5% | $4,693-61.7% | $2,631-31.7% |
| Participant deferral / active EE | $4,811 | $6,636-27.5% | $7,997-39.8% | $4,212+14.2% |
| Admin fee / account holder | $1,579 | $8,568-81.6% | $13,435-88.2% | $7,344-78.5% |