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 | $33,800 | $89,753-62.3% | $107,525-68.6% | $84,808-60.1% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 19.98% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,601 | $3,113-48.6% | $3,754-57.3% | $2,631-39.1% |
| Participant deferral / active EE | $3,571 | $4,056-12.0% | $5,116-30.2% | $4,212-15.2% |
| Admin fee / account holder | $1,781 | $7,222-75.3% | $8,919-80.0% | $7,344-75.8% |