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 | $37,850 | $53,777-29.6% | $134,143-71.8% | $79,858-52.6% |
| Participation rate | 97.6% | 58.8%+38.8pp | 72.2%+25.4pp | 69.6%+27.9pp |
| Annual return | 22.80% | 19.01%+3.8pp | 36.33%-13.5pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,697 | $1,321+104.1% | $3,704-27.2% | $2,471+9.2% |
| Participant deferral / active EE | $2,006 | $2,420-17.1% | $3,499-42.7% | $3,740-46.4% |
| Admin fee / account holder | $2,650 | $3,984-33.5% | $6,684-60.4% | $5,306-50.1% |