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 8-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 | $31,385 | $80,717-61.1% | $154,803-79.7% | $84,808-63.0% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 16.42% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,238 | $2,761-55.2% | $4,305-71.2% | $2,631-52.9% |
| Participant deferral / active EE | $5,496 | $3,303+66.4% | $5,540-0.8% | $4,212+30.5% |
| Admin fee / account holder | $3,515 | $6,746-47.9% | $14,329-75.5% | $7,344-52.1% |