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 9-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 | $13,244 | $45,073-70.6% | $69,455-80.9% | $72,985-81.9% |
| Participation rate | 72.0% | 68.5%+3.5pp | 74.6%-2.6pp | 69.5%+2.5pp |
| Annual return | 27.84% | 22.65%+5.2pp | 28.97%-1.1pp | 81.00%-53.2pp |
| Employer contribution / active EE | $937 | $2,054-54.4% | $2,779-66.3% | $2,440-61.6% |
| Participant deferral / active EE | $3,827 | $2,602+47.1% | $3,535+8.2% | $3,607+6.1% |
| Admin fee / account holder | $715 | $3,056-76.6% | $3,839-81.4% | $5,124-86.1% |