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 | $29,472 | $179,726-83.6% | $156,263-81.1% | $142,382-79.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 18.73% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,844 | $5,069-43.9% | $4,333-34.4% | $4,299-33.8% |
| Participant deferral / active EE | $4,879 | $6,956-29.9% | $6,158-20.8% | $6,507-25.0% |
| Admin fee / account holder | $1,269 | $17,272-92.7% | $14,255-91.1% | $12,624-89.9% |