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 5-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 | $29,268 | $80,717-63.7% | $154,803-81.1% | $84,808-65.5% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.1pp | 68.3%+21.9pp |
| Annual return | 15.90% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,020 | $2,761-63.1% | $4,305-76.3% | $2,631-61.2% |
| Participant deferral / active EE | $2,936 | $3,303-11.1% | $5,540-47.0% | $4,212-30.3% |
| Admin fee / account holder | $742 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |