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 | $36,376 | $94,625-61.6% | $116,228-68.7% | $84,808-57.1% |
| Participation rate | 87.9% | 70.4%+17.4pp | 74.6%+13.3pp | 68.3%+19.6pp |
| Annual return | 16.65% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,757 | $2,347+17.5% | $2,994-7.9% | $2,631+4.8% |
| Participant deferral / active EE | $5,390 | $3,972+35.7% | $4,953+8.8% | $4,212+28.0% |
| Admin fee / account holder | $5,901 | $10,091-41.5% | $11,989-50.8% | $7,344-19.6% |