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 | $28,802 | $85,022-66.1% | $70,515-59.2% | $139,434-79.3% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 18.38% | 30.38%-12.0pp | 32.77%-14.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $687 | $3,909-82.4% | $2,973-76.9% | $4,751-85.5% |
| Participant deferral / active EE | $5,281 | $5,890-10.3% | $4,567+15.6% | $6,710-21.3% |
| Admin fee / account holder | $568 | $8,906-93.6% | $6,412-91.1% | $11,403-95.0% |