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 4-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 | $32,382 | $80,717-59.9% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.5pp | 68.3%+11.2pp |
| Annual return | 18.63% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,756 | $2,761-36.4% | $4,305-59.2% | $2,631-33.3% |
| Participant deferral / active EE | $3,230 | $3,303-2.2% | $5,540-41.7% | $4,212-23.3% |
| Admin fee / account holder | $2,121 | $6,746-68.6% | $14,329-85.2% | $7,344-71.1% |