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 | $38,403 | $109,881-65.0% | $150,045-74.4% | $84,808-54.7% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 15.51% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $931 | $3,561-73.8% | $4,693-80.2% | $2,631-64.6% |
| Participant deferral / active EE | $4,620 | $6,636-30.4% | $7,997-42.2% | $4,212+9.7% |
| Admin fee / account holder | $10,180 | $8,568+18.8% | $13,435-24.2% | $7,344+38.6% |