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 7-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 | $39,035 | $80,673-51.6% | $101,326-61.5% | $84,808-54.0% |
| Participation rate | 97.1% | 77.8%+19.4pp | 81.5%+15.6pp | 68.3%+28.8pp |
| Annual return | 19.14% | 38.95%-19.8pp | 36.82%-17.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,193 | $2,698+18.3% | $3,665-12.9% | $2,631+21.3% |
| Participant deferral / active EE | $8,259 | $6,840+20.7% | $7,994+3.3% | $4,212+96.1% |
| Admin fee / account holder | $6,932 | $12,784-45.8% | $11,185-38.0% | $7,344-5.6% |