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 | $30,439 | $109,881-72.3% | $150,045-79.7% | $84,808-64.1% |
| Participation rate | 71.7% | 76.1%-4.3pp | 82.3%-10.6pp | 68.3%+3.4pp |
| Annual return | 18.54% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,593 | $3,561-27.2% | $4,693-44.8% | $2,631-1.5% |
| Participant deferral / active EE | $4,170 | $6,636-37.2% | $7,997-47.9% | $4,212-1.0% |
| Admin fee / account holder | $1,617 | $8,568-81.1% | $13,435-88.0% | $7,344-78.0% |