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 | $28,594 | $80,717-64.6% | $154,803-81.5% | $84,808-66.3% |
| Participation rate | 98.8% | 66.8%+32.0pp | 78.1%+20.8pp | 68.3%+30.5pp |
| Annual return | 22.02% | 37.96%-15.9pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,523 | $2,761-44.9% | $4,305-64.6% | $2,631-42.1% |
| Participant deferral / active EE | $4,928 | $3,303+49.2% | $5,540-11.1% | $4,212+17.0% |
| Admin fee / account holder | $1,240 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |