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 | $31,305 | $66,098-52.6% | $101,794-69.2% | $74,304-57.9% |
| Participation rate | 73.3% | 53.8%+19.5pp | 69.2%+4.1pp | 60.3%+12.9pp |
| Annual return | 14.06% | 19.59%-5.5pp | 30.53%-16.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $880 | $1,082-18.6% | $2,289-61.5% | $2,241-60.7% |
| Participant deferral / active EE | $2,027 | $2,781-27.1% | $4,084-50.4% | $3,767-46.2% |
| Admin fee / account holder | $4,594 | $4,146+10.8% | $8,777-47.7% | $2,969+54.7% |