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 | $36,816 | $89,753-59.0% | $107,525-65.8% | $84,808-56.6% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.0pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,607 | $3,113-48.4% | $3,754-57.2% | $2,631-38.9% |
| Participant deferral / active EE | $4,790 | $4,056+18.1% | $5,116-6.4% | $4,212+13.7% |
| Admin fee / account holder | $907 | $7,222-87.4% | $8,919-89.8% | $7,344-87.7% |