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 | $39,250 | $81,248-51.7% | $155,509-74.8% | $80,856-51.5% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 12.13% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,670 | $3,100+82.9% | $4,672+21.3% | $2,755+105.8% |
| Participant deferral / active EE | $3,271 | $3,452-5.2% | $5,626-41.9% | $4,296-23.8% |
| Admin fee / account holder | $842 | $7,997-89.5% | $15,912-94.7% | $6,918-87.8% |