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 | $29,930 | $109,881-72.8% | $150,045-80.1% | $84,808-64.7% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 23.32% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,029 | $3,561-43.0% | $4,693-56.8% | $2,631-22.9% |
| Participant deferral / active EE | $5,188 | $6,636-21.8% | $7,997-35.1% | $4,212+23.2% |
| Admin fee / account holder | $918 | $8,568-89.3% | $13,435-93.2% | $7,344-87.5% |