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 8-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 | $36,885 | $109,881-66.4% | $150,045-75.4% | $84,808-56.5% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 20.70% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,352 | $3,561+78.4% | $4,693+35.3% | $2,631+141.4% |
| Participant deferral / active EE | $3,630 | $6,636-45.3% | $7,997-54.6% | $4,212-13.8% |
| Admin fee / account holder | $2,720 | $8,568-68.3% | $13,435-79.8% | $7,344-63.0% |