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 | $57,588 | $176,812-67.4% | $146,665-60.7% | $167,490-65.6% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 12.14% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,595 | $5,160-69.1% | $4,136-61.4% | $4,837-67.0% |
| Participant deferral / active EE | $3,997 | $6,440-37.9% | $5,506-27.4% | $6,341-37.0% |
| Admin fee / account holder | $3,351 | $13,259-74.7% | $10,280-67.4% | $12,309-72.8% |