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 9-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 | $33,540 | $72,492-53.7% | $87,100-61.5% | $72,985-54.0% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.6pp | 69.5%+0.8pp |
| Annual return | 17.02% | 24.46%-7.4pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,346 | $1,894-28.9% | $2,521-46.6% | $2,440-44.8% |
| Participant deferral / active EE | $1,754 | $3,270-46.3% | $4,049-56.7% | $3,607-51.4% |
| Admin fee / account holder | $1,892 | $5,055-62.6% | $7,497-74.8% | $5,124-63.1% |