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 | $27,688 | $63,861-56.6% | $104,607-73.5% | $79,858-65.3% |
| Participation rate | 95.0% | 64.9%+30.1pp | 74.1%+20.9pp | 69.6%+25.4pp |
| Annual return | 14.67% | 21.30%-6.6pp | 340.46%-325.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,254 | $1,588-21.0% | $2,681-53.2% | $2,471-49.2% |
| Participant deferral / active EE | $2,226 | $2,693-17.3% | $3,740-40.5% | $3,740-40.5% |
| Admin fee / account holder | $1,602 | $4,185-61.7% | $6,473-75.2% | $5,306-69.8% |