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 9-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 | $38,641 | $80,717-52.1% | $154,803-75.0% | $84,808-54.4% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 14.78% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,816 | $2,761-34.2% | $4,305-57.8% | $2,631-31.0% |
| Participant deferral / active EE | $2,819 | $3,303-14.7% | $5,540-49.1% | $4,212-33.1% |
| Admin fee / account holder | $3,435 | $6,746-49.1% | $14,329-76.0% | $7,344-53.2% |