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 | $26,276 | $109,881-76.1% | $150,045-82.5% | $84,808-69.0% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 25.62% | 28.25%-2.6pp | 62.55%-36.9pp | 40.90%-15.3pp |
| Employer contribution / active EE | $4,582 | $3,561+28.7% | $4,693-2.4% | $2,631+74.1% |
| Participant deferral / active EE | $9,267 | $6,636+39.7% | $7,997+15.9% | $4,212+120.0% |
| Admin fee / account holder | $6,993 | $8,568-18.4% | $13,435-48.0% | $7,344-4.8% |