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 3-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 | $29,097 | $81,248-64.2% | $155,509-81.3% | $80,856-64.0% |
| Participation rate | 96.5% | 66.2%+30.3pp | 78.2%+18.3pp | 67.6%+28.9pp |
| Annual return | 16.99% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $992 | $3,100-68.0% | $4,672-78.8% | $2,755-64.0% |
| Participant deferral / active EE | $4,150 | $3,452+20.2% | $5,626-26.2% | $4,296-3.4% |
| Admin fee / account holder | $2,754 | $7,997-65.6% | $15,912-82.7% | $6,918-60.2% |