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 | $31,611 | $81,248-61.1% | $155,509-79.7% | $80,856-60.9% |
| Participation rate | 78.1% | 66.2%+11.9pp | 78.2%-0.1pp | 67.6%+10.5pp |
| Annual return | 14.58% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $745 | $3,100-76.0% | $4,672-84.0% | $2,755-72.9% |
| Participant deferral / active EE | $2,246 | $3,452-34.9% | $5,626-60.1% | $4,296-47.7% |
| Admin fee / account holder | $1,821 | $7,997-77.2% | $15,912-88.6% | $6,918-73.7% |