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 9-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 | $32,276 | $68,719-53.0% | $91,541-64.7% | $84,808-61.9% |
| Participation rate | 88.0% | 64.5%+23.5pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 17.25% | 19.12%-1.9pp | 20.50%-3.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,897 | $1,920+50.9% | $2,505+15.7% | $2,631+10.1% |
| Participant deferral / active EE | $5,574 | $3,136+77.8% | $4,008+39.1% | $4,212+32.4% |
| Admin fee / account holder | $1,756 | $5,786-69.7% | $6,956-74.8% | $7,344-76.1% |