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 | $36,166 | $127,065-71.5% | $113,168-68.0% | $142,382-74.6% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 15.06% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,412 | $3,442+28.2% | $2,975+48.3% | $4,299+2.6% |
| Participant deferral / active EE | $5,559 | $5,716-2.7% | $5,107+8.9% | $6,507-14.6% |
| Admin fee / account holder | $2,588 | $15,736-83.6% | $12,068-78.6% | $12,624-79.5% |