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 3-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 | $36,391 | $110,094-66.9% | $151,611-76.0% | $68,494-46.9% |
| Participation rate | 93.0% | 84.0%+9.0pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | 18.64% | -10.12%+28.8pp | 3.33%+15.3pp | -7.84%+26.5pp |
| Employer contribution / active EE | $4,106 | $4,471-8.2% | $6,166-33.4% | $2,596+58.1% |
| Participant deferral / active EE | $9,609 | $6,527+47.2% | $8,363+14.9% | $4,027+138.6% |
| Admin fee / account holder | $1,821 | $7,719-76.4% | $11,616-84.3% | $5,403-66.3% |