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 | $33,727 | $81,460-58.6% | $103,333-67.4% | $80,856-58.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.74% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $905 | $3,105-70.8% | $3,868-76.6% | $2,755-67.1% |
| Participant deferral / active EE | $3,783 | $3,869-2.2% | $5,057-25.2% | $4,296-11.9% |
| Admin fee / account holder | $757 | $6,566-88.5% | $8,355-90.9% | $6,918-89.1% |