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 7-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 | $18,601 | $106,515-82.5% | $96,683-80.8% | $139,434-86.7% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 12.71% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,524 | $4,103-62.8% | $3,737-59.2% | $4,751-67.9% |
| Participant deferral / active EE | $3,539 | $5,454-35.1% | $4,878-27.5% | $6,710-47.3% |
| Admin fee / account holder | $7,614 | $7,877-3.3% | $6,730+13.1% | $11,403-33.2% |