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 | $36,440 | $109,881-66.8% | $150,045-75.7% | $84,808-57.0% |
| Participation rate | 70.6% | 76.1%-5.5pp | 82.3%-11.7pp | 68.3%+2.3pp |
| Annual return | 18.79% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $982 | $3,561-72.4% | $4,693-79.1% | $2,631-62.7% |
| Participant deferral / active EE | $2,970 | $6,636-55.2% | $7,997-62.9% | $4,212-29.5% |
| Admin fee / account holder | $1,433 | $8,568-83.3% | $13,435-89.3% | $7,344-80.5% |