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 6-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 | $40,621 | $109,413-62.9% | $156,263-74.0% | $84,808-52.1% |
| Participation rate | 95.8% | 72.7%+23.1pp | 78.9%+16.9pp | 68.3%+27.5pp |
| Annual return | 15.43% | 20.18%-4.8pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $858 | $2,907-70.5% | $4,333-80.2% | $2,631-67.4% |
| Participant deferral / active EE | $3,361 | $4,590-26.8% | $6,158-45.4% | $4,212-20.2% |
| Admin fee / account holder | $1,452 | $9,357-84.5% | $14,255-89.8% | $7,344-80.2% |