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 7-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 | $28,139 | $118,450-76.2% | $98,439-71.4% | $139,434-79.8% |
| Participation rate | 82.4% | 77.4%+4.9pp | 75.2%+7.2pp | 80.3%+2.0pp |
| Annual return | 28.35% | 18.94%+9.4pp | 21.16%+7.2pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,562 | $3,609-29.0% | $3,048-15.9% | $4,751-46.1% |
| Participant deferral / active EE | $5,112 | $5,392-5.2% | $4,738+7.9% | $6,710-23.8% |
| Admin fee / account holder | $2,631 | $14,026-81.2% | $8,948-70.6% | $11,403-76.9% |