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 | $35,799 | $83,477-57.1% | $125,175-71.4% | $72,985-51.0% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.3pp | 69.5%+27.6pp |
| Annual return | 25.96% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,587 | $2,345+10.3% | $3,865-33.1% | $2,440+6.0% |
| Participant deferral / active EE | $4,068 | $3,585+13.5% | $4,937-17.6% | $3,607+12.8% |
| Admin fee / account holder | $1,236 | $5,517-77.6% | $9,702-87.3% | $5,124-75.9% |