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 4-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 | $43,170 | $89,753-51.9% | $107,525-59.9% | $84,808-49.1% |
| Participation rate | 82.8% | 68.1%+14.7pp | 75.1%+7.7pp | 68.3%+14.4pp |
| Annual return | 22.21% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,070 | $3,113-1.4% | $3,754-18.2% | $2,631+16.7% |
| Participant deferral / active EE | $6,580 | $4,056+62.2% | $5,116+28.6% | $4,212+56.2% |
| Admin fee / account holder | $1,195 | $7,222-83.5% | $8,919-86.6% | $7,344-83.7% |