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 | $33,322 | $80,717-58.7% | $154,803-78.5% | $84,808-60.7% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 16.61% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,012 | $2,761-27.1% | $4,305-53.3% | $2,631-23.5% |
| Participant deferral / active EE | $2,879 | $3,303-12.8% | $5,540-48.0% | $4,212-31.6% |
| Admin fee / account holder | $614 | $6,746-90.9% | $14,329-95.7% | $7,344-91.6% |