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 6-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 | $38,955 | $201,272-80.6% | $184,203-78.9% | $145,922-73.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 12.23% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,101 | $7,022-70.1% | $6,427-67.3% | $4,660-54.9% |
| Participant deferral / active EE | $4,633 | $9,806-52.8% | $9,131-49.3% | $6,688-30.7% |
| Admin fee / account holder | $1,091 | $16,364-93.3% | $13,901-92.2% | $13,397-91.9% |