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 3-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 | $37,030 | $96,128-61.5% | $136,007-72.8% | $80,856-54.2% |
| Participation rate | 75.0% | 71.2%+3.8pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 19.93% | 28.71%-8.8pp | 579.32%-559.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $4,380 | $3,351+30.7% | $4,217+3.9% | $2,755+59.0% |
| Participant deferral / active EE | $10,191 | $5,709+78.5% | $7,025+45.1% | $4,296+137.2% |
| Admin fee / account holder | $949 | $8,236-88.5% | $6,858-86.2% | $6,918-86.3% |