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 | $32,417 | $78,705-58.8% | $117,854-72.5% | $70,131-53.8% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 33.08% | 23.30%+9.8pp | 335.08%-302.0pp | 73.14%-40.1pp |
| Employer contribution / active EE | $1,841 | $2,223-17.2% | $3,786-51.4% | $2,342-21.4% |
| Participant deferral / active EE | $3,666 | $3,297+11.2% | $4,482-18.2% | $3,332+10.0% |
| Admin fee / account holder | $2,149 | $5,065-57.6% | $8,020-73.2% | $4,645-53.7% |