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 | $30,473 | $109,881-72.3% | $150,045-79.7% | $84,808-64.1% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 25.09% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,547 | $3,561-56.6% | $4,693-67.0% | $2,631-41.2% |
| Participant deferral / active EE | $8,002 | $6,636+20.6% | $7,997+0.1% | $4,212+90.0% |
| Admin fee / account holder | $615 | $8,568-92.8% | $13,435-95.4% | $7,344-91.6% |