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 | $40,362 | $80,968-50.2% | $96,544-58.2% | $75,163-46.3% |
| Participation rate | 93.9% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.7pp |
| Annual return | 17.34% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $796 | $2,282-65.1% | $2,965-73.2% | $2,670-70.2% |
| Participant deferral / active EE | $4,418 | $3,928+12.5% | $4,851-8.9% | $4,125+7.1% |
| Admin fee / account holder | $1,587 | $6,724-76.4% | $8,252-80.8% | $5,651-71.9% |