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 4-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 | $37,027 | $109,881-66.3% | $150,045-75.3% | $84,808-56.3% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 26.21% | 28.25%-2.0pp | 62.55%-36.3pp | 40.90%-14.7pp |
| Employer contribution / active EE | $4,288 | $3,561+20.4% | $4,693-8.6% | $2,631+63.0% |
| Participant deferral / active EE | $10,509 | $6,636+58.4% | $7,997+31.4% | $4,212+149.5% |
| Admin fee / account holder | $4,108 | $8,568-52.1% | $13,435-69.4% | $7,344-44.1% |