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 | $39,874 | $124,319-67.9% | $111,297-64.2% | $167,490-76.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 13.77% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,824 | $3,435-46.9% | $2,731-33.2% | $4,837-62.3% |
| Participant deferral / active EE | $2,611 | $5,180-49.6% | $4,487-41.8% | $6,341-58.8% |
| Admin fee / account holder | $1,152 | $10,618-89.1% | $7,964-85.5% | $12,309-90.6% |