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 | $36,378 | $109,881-66.9% | $150,045-75.8% | $84,808-57.1% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 43.48% | 28.25%+15.2pp | 62.55%-19.1pp | 40.90%+2.6pp |
| Employer contribution / active EE | $4,749 | $3,561+33.4% | $4,693+1.2% | $2,631+80.5% |
| Participant deferral / active EE | $7,710 | $6,636+16.2% | $7,997-3.6% | $4,212+83.1% |
| Admin fee / account holder | $477 | $8,568-94.4% | $13,435-96.4% | $7,344-93.5% |