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 | $33,544 | $63,861-47.5% | $104,607-67.9% | $79,858-58.0% |
| Participation rate | 73.3% | 64.9%+8.4pp | 74.1%-0.7pp | 69.6%+3.7pp |
| Annual return | 18.30% | 21.30%-3.0pp | 340.46%-322.2pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,271 | $1,588+43.0% | $2,681-15.3% | $2,471-8.1% |
| Participant deferral / active EE | $7,581 | $2,693+181.5% | $3,740+102.7% | $3,740+102.7% |
| Admin fee / account holder | $6,050 | $4,185+44.6% | $6,473-6.5% | $5,306+14.0% |