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 | $31,311 | $68,719-54.4% | $91,541-65.8% | $84,808-63.1% |
| Participation rate | 79.3% | 64.5%+14.8pp | 69.8%+9.5pp | 68.3%+11.0pp |
| Annual return | 16.54% | 19.12%-2.6pp | 20.50%-4.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,181 | $1,920-38.5% | $2,505-52.8% | $2,631-55.1% |
| Participant deferral / active EE | $1,943 | $3,136-38.0% | $4,008-51.5% | $4,212-53.9% |
| Admin fee / account holder | $957 | $5,786-83.5% | $6,956-86.2% | $7,344-87.0% |