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 | $30,005 | $51,576-41.8% | $129,207-76.8% | $80,856-62.9% |
| Participation rate | 70.0% | 57.0%+13.0pp | 69.6%+0.4pp | 67.6%+2.4pp |
| Annual return | 13.11% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $588 | $1,584-62.9% | $4,153-85.8% | $2,755-78.7% |
| Participant deferral / active EE | $2,340 | $2,669-12.3% | $4,168-43.9% | $4,296-45.5% |
| Admin fee / account holder | $717 | $4,305-83.4% | $7,715-90.7% | $6,918-89.6% |