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 | $37,457 | $109,413-65.8% | $156,263-76.0% | $84,808-55.8% |
| Participation rate | 88.4% | 72.7%+15.7pp | 78.9%+9.5pp | 68.3%+20.1pp |
| Annual return | 14.53% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,244 | $2,907-22.8% | $4,333-48.2% | $2,631-14.7% |
| Participant deferral / active EE | $4,999 | $4,590+8.9% | $6,158-18.8% | $4,212+18.7% |
| Admin fee / account holder | $6,120 | $9,357-34.6% | $14,255-57.1% | $7,344-16.7% |