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 | $28,026 | $89,753-68.8% | $107,525-73.9% | $84,808-67.0% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 18.43% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,201 | $3,113-29.3% | $3,754-41.4% | $2,631-16.3% |
| Participant deferral / active EE | $3,602 | $4,056-11.2% | $5,116-29.6% | $4,212-14.5% |
| Admin fee / account holder | $3,830 | $7,222-47.0% | $8,919-57.1% | $7,344-47.9% |