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 | $23,003 | $80,717-71.5% | $154,803-85.1% | $84,808-72.9% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.8pp | 68.3%+25.6pp |
| Annual return | 21.99% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,737 | $2,761-0.9% | $4,305-36.4% | $2,631+4.0% |
| Participant deferral / active EE | $4,487 | $3,303+35.8% | $5,540-19.0% | $4,212+6.5% |
| Admin fee / account holder | $1,541 | $6,746-77.2% | $14,329-89.2% | $7,344-79.0% |