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 | $30,804 | $74,927-58.9% | $101,794-69.7% | $84,808-63.7% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.2pp | 68.3%+29.1pp |
| Annual return | 18.33% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,602 | $1,522+136.7% | $2,289+57.3% | $2,631+36.9% |
| Participant deferral / active EE | $1,673 | $3,099-46.0% | $4,084-59.0% | $4,212-60.3% |
| Admin fee / account holder | $1,077 | $6,514-83.5% | $8,777-87.7% | $7,344-85.3% |