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 5-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 | $35,216 | $99,341-64.6% | $84,750-58.4% | $273,961-87.1% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 7.16% | 22.93%-15.8pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,200 | $4,214-47.8% | $3,574-38.4% | $4,869-54.8% |
| Participant deferral / active EE | $2,204 | $4,269-48.4% | $3,712-40.6% | $5,287-58.3% |
| Admin fee / account holder | $4,398 | $6,644-33.8% | $5,332-17.5% | $10,132-56.6% |