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 10-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 | $31,149 | $81,248-61.7% | $155,509-80.0% | $80,856-61.5% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 11.73% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $7,236 | $3,100+133.4% | $4,672+54.9% | $2,755+162.7% |
| Participant deferral / active EE | $1,931 | $3,452-44.0% | $5,626-65.7% | $4,296-55.0% |
| Admin fee / account holder | $3,002 | $7,997-62.5% | $15,912-81.1% | $6,918-56.6% |