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 10-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 | $32,094 | $135,952-76.4% | $123,892-74.1% | $273,961-88.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 8.53% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,117 | $5,170-78.4% | $4,617-75.8% | $4,869-77.1% |
| Participant deferral / active EE | $4,489 | $6,343-29.2% | $5,984-25.0% | $5,287-15.1% |
| Admin fee / account holder | $3,209 | $9,817-67.3% | $8,357-61.6% | $10,132-68.3% |