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 9-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 | $30,484 | $68,547-55.5% | $120,354-74.7% | $80,856-62.3% |
| Participation rate | 85.2% | 61.6%+23.6pp | 71.9%+13.3pp | 67.6%+17.5pp |
| Annual return | 10.94% | 23.60%-12.7pp | 107.15%-96.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,723 | $2,051+81.5% | $3,463+7.5% | $2,755+35.1% |
| Participant deferral / active EE | $5,891 | $3,173+85.6% | $4,991+18.0% | $4,296+37.1% |
| Admin fee / account holder | $4,648 | $5,732-18.9% | $9,423-50.7% | $6,918-32.8% |