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 | $33,523 | $51,576-35.0% | $129,207-74.1% | $80,856-58.5% |
| Participation rate | 84.6% | 57.0%+27.6pp | 69.6%+15.0pp | 67.6%+17.0pp |
| Annual return | 14.54% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,715 | $1,584+8.3% | $4,153-58.7% | $2,755-37.7% |
| Participant deferral / active EE | $4,223 | $2,669+58.2% | $4,168+1.3% | $4,296-1.7% |
| Admin fee / account holder | $2,541 | $4,305-41.0% | $7,715-67.1% | $6,918-63.3% |