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 | $31,599 | $124,281-74.6% | $109,143-71.0% | $167,490-81.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.91% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,642 | $4,207-61.0% | $3,722-55.9% | $4,837-66.1% |
| Participant deferral / active EE | $5,571 | $5,255+6.0% | $4,653+19.7% | $6,341-12.2% |
| Admin fee / account holder | $10,803 | $7,970+35.5% | $6,752+60.0% | $12,309-12.2% |