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 | $18,204 | $77,314-76.5% | $177,989-89.8% | $80,856-77.5% |
| Participation rate | 87.3% | 65.7%+21.6pp | 77.1%+10.2pp | 67.6%+19.7pp |
| Annual return | 13.81% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,864 | $2,292-18.7% | $3,949-52.8% | $2,755-32.4% |
| Participant deferral / active EE | $3,099 | $4,411-29.7% | $6,276-50.6% | $4,296-27.9% |
| Admin fee / account holder | $3,152 | $7,191-56.2% | $10,363-69.6% | $6,918-54.4% |