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 | $39,588 | $127,065-68.8% | $113,168-65.0% | $142,382-72.2% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 16.47% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,414 | $3,442-58.9% | $2,975-52.5% | $4,299-67.1% |
| Participant deferral / active EE | $4,134 | $5,716-27.7% | $5,107-19.0% | $6,507-36.5% |
| Admin fee / account holder | $2,716 | $15,736-82.7% | $12,068-77.5% | $12,624-78.5% |