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 7-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 | $35,418 | $127,065-72.1% | $113,168-68.7% | $142,382-75.1% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 13.05% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,691 | $3,442-50.9% | $2,975-43.2% | $4,299-60.7% |
| Participant deferral / active EE | $4,016 | $5,716-29.8% | $5,107-21.4% | $6,507-38.3% |
| Admin fee / account holder | $1,562 | $15,736-90.1% | $12,068-87.1% | $12,624-87.6% |