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 | $41,078 | $93,571-56.1% | $135,903-69.8% | $75,163-45.3% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 18.91% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,761 | $3,537-50.2% | $4,856-63.7% | $2,670-34.1% |
| Participant deferral / active EE | $8,666 | $6,404+35.3% | $7,758+11.7% | $4,125+110.1% |
| Admin fee / account holder | $7,252 | $6,975+4.0% | $10,762-32.6% | $5,651+28.3% |