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 | $34,256 | $117,841-70.9% | $102,423-66.6% | $145,922-76.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.57% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,703 | $3,615-52.9% | $3,023-43.7% | $4,660-63.4% |
| Participant deferral / active EE | $3,502 | $5,731-38.9% | $5,053-30.7% | $6,688-47.6% |
| Admin fee / account holder | $4,878 | $13,326-63.4% | $9,451-48.4% | $13,397-63.6% |