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 | $38,653 | $78,422-50.7% | $95,952-59.7% | $79,858-51.6% |
| Participation rate | 86.1% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.5pp |
| Annual return | 26.21% | 19.37%+6.8pp | 91.61%-65.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $4,166 | $1,945+114.2% | $2,541+64.0% | $2,471+68.6% |
| Participant deferral / active EE | $2,130 | $3,440-38.1% | $4,167-48.9% | $3,740-43.0% |
| Admin fee / account holder | $11,017 | $5,622+96.0% | $6,795+62.1% | $5,306+107.6% |