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 | $56,561 | $110,257-48.7% | $96,544-41.4% | $139,434-59.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 13.92% | 26.32%-12.4pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $890 | $3,620-75.4% | $2,965-70.0% | $4,751-81.3% |
| Participant deferral / active EE | $4,322 | $5,548-22.1% | $4,851-10.9% | $6,710-35.6% |
| Admin fee / account holder | $1,040 | $11,591-91.0% | $8,252-87.4% | $11,403-90.9% |