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 6-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 | $39,887 | $53,516-25.5% | $126,539-68.5% | $84,808-53.0% |
| Participation rate | 72.3% | 58.2%+14.0pp | 69.8%+2.5pp | 68.3%+4.0pp |
| Annual return | 20.26% | 58.34%-38.1pp | 425.95%-405.7pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,046 | $1,535+33.3% | $3,674-44.3% | $2,631-22.2% |
| Participant deferral / active EE | $3,168 | $2,671+18.6% | $4,083-22.4% | $4,212-24.8% |
| Admin fee / account holder | $2,990 | $4,497-33.5% | $6,065-50.7% | $7,344-59.3% |