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 | $31,122 | $71,829-56.7% | $69,780-55.4% | $142,382-78.1% |
| Participation rate | 95.5% | 81.6%+13.9pp | 79.3%+16.2pp | 80.1%+15.3pp |
| Annual return | 25.12% | 31.01%-5.9pp | 26.31%-1.2pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,351 | $4,385-46.4% | $4,168-43.6% | $4,299-45.3% |
| Participant deferral / active EE | $4,583 | $6,819-32.8% | $6,164-25.7% | $6,507-29.6% |
| Admin fee / account holder | $514 | $7,818-93.4% | $7,285-93.0% | $12,624-95.9% |