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 10-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 | $31,942 | $54,705-41.6% | $71,209-55.1% | $84,808-62.3% |
| Participation rate | 97.2% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+28.9pp |
| Annual return | 17.22% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,687 | $2,158+70.8% | $2,721+35.5% | $2,631+40.1% |
| Participant deferral / active EE | $4,628 | $3,030+52.7% | $4,175+10.8% | $4,212+9.9% |
| Admin fee / account holder | $684 | $4,863-85.9% | $5,349-87.2% | $7,344-90.7% |