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 | $44,784 | $118,450-62.2% | $98,439-54.5% | $139,434-67.9% |
| Participation rate | 84.6% | 77.4%+7.2pp | 75.2%+9.5pp | 80.3%+4.3pp |
| Annual return | 13.35% | 18.94%-5.6pp | 21.16%-7.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,560 | $3,609-56.8% | $3,048-48.8% | $4,751-67.2% |
| Participant deferral / active EE | $3,714 | $5,392-31.1% | $4,738-21.6% | $6,710-44.7% |
| Admin fee / account holder | $13,351 | $14,026-4.8% | $8,948+49.2% | $11,403+17.1% |