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 | $31,780 | $80,717-60.6% | $154,803-79.5% | $84,808-62.5% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 13.24% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,511 | $2,761-45.3% | $4,305-64.9% | $2,631-42.6% |
| Participant deferral / active EE | $3,282 | $3,303-0.6% | $5,540-40.8% | $4,212-22.1% |
| Admin fee / account holder | $2,472 | $6,746-63.4% | $14,329-82.8% | $7,344-66.3% |