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 6-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 | $32,163 | $51,576-37.6% | $129,207-75.1% | $80,856-60.2% |
| Participation rate | 72.6% | 57.0%+15.6pp | 69.6%+3.0pp | 67.6%+5.0pp |
| Annual return | 13.73% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,066 | $1,584+30.5% | $4,153-50.2% | $2,755-25.0% |
| Participant deferral / active EE | $3,341 | $2,669+25.2% | $4,168-19.8% | $4,296-22.2% |
| Admin fee / account holder | $4,284 | $4,305-0.5% | $7,715-44.5% | $6,918-38.1% |