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 | $41,233 | $109,881-62.5% | $150,045-72.5% | $84,808-51.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 14.52% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,261 | $3,561-8.4% | $4,693-30.5% | $2,631+23.9% |
| Participant deferral / active EE | $5,566 | $6,636-16.1% | $7,997-30.4% | $4,212+32.1% |
| Admin fee / account holder | $690 | $8,568-91.9% | $13,435-94.9% | $7,344-90.6% |