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 | $42,435 | $85,022-50.1% | $70,515-39.8% | $139,434-69.6% |
| Participation rate | 77.8% | 73.9%+3.9pp | 68.3%+9.4pp | 80.3%-2.5pp |
| Annual return | 19.99% | 30.38%-10.4pp | 32.77%-12.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,032 | $3,909+3.2% | $2,973+35.6% | $4,751-15.1% |
| Participant deferral / active EE | $6,837 | $5,890+16.1% | $4,567+49.7% | $6,710+1.9% |
| Admin fee / account holder | $1,035 | $8,906-88.4% | $6,412-83.9% | $11,403-90.9% |