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 | $35,101 | $89,753-60.9% | $107,525-67.4% | $84,808-58.6% |
| Participation rate | 71.8% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.5pp |
| Annual return | 20.06% | 29.48%-9.4pp | 181.32%-161.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $991 | $3,113-68.2% | $3,754-73.6% | $2,631-62.3% |
| Participant deferral / active EE | $3,598 | $4,056-11.3% | $5,116-29.7% | $4,212-14.6% |
| Admin fee / account holder | $1,427 | $7,222-80.2% | $8,919-84.0% | $7,344-80.6% |