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 4-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 | $25,748 | $80,717-68.1% | $154,803-83.4% | $84,808-69.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 23.90% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,795 | $2,761-35.0% | $4,305-58.3% | $2,631-31.8% |
| Participant deferral / active EE | $3,362 | $3,303+1.8% | $5,540-39.3% | $4,212-20.2% |
| Admin fee / account holder | $943 | $6,746-86.0% | $14,329-93.4% | $7,344-87.2% |