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 | $34,105 | $133,922-74.5% | $116,228-70.7% | $142,382-76.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 13.65% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,609 | $3,446-53.3% | $2,994-46.3% | $4,299-62.6% |
| Participant deferral / active EE | $3,224 | $5,672-43.2% | $4,953-34.9% | $6,507-50.4% |
| Admin fee / account holder | $4,240 | $14,945-71.6% | $11,989-64.6% | $12,624-66.4% |