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 7-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 | $41,343 | $86,929-52.4% | $102,423-59.6% | $80,856-48.9% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 16.73% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,208 | $2,369+35.4% | $3,023+6.1% | $2,755+16.5% |
| Participant deferral / active EE | $2,978 | $4,118-27.7% | $5,053-41.1% | $4,296-30.7% |
| Admin fee / account holder | $2,981 | $8,049-63.0% | $9,451-68.5% | $6,918-56.9% |