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 | $23,982 | $81,248-70.5% | $155,509-84.6% | $80,856-70.3% |
| Participation rate | 93.5% | 66.2%+27.3pp | 78.2%+15.4pp | 67.6%+25.9pp |
| Annual return | 10.65% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,940 | $3,100-37.4% | $4,672-58.5% | $2,755-29.6% |
| Participant deferral / active EE | $4,101 | $3,452+18.8% | $5,626-27.1% | $4,296-4.5% |
| Admin fee / account holder | $2,096 | $7,997-73.8% | $15,912-86.8% | $6,918-69.7% |