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 | $24,661 | $81,248-69.6% | $155,509-84.1% | $80,856-69.5% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 13.04% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,430 | $3,100-53.9% | $4,672-69.4% | $2,755-48.1% |
| Participant deferral / active EE | $2,432 | $3,452-29.5% | $5,626-56.8% | $4,296-43.4% |
| Admin fee / account holder | $3,628 | $7,997-54.6% | $15,912-77.2% | $6,918-47.6% |