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 | $39,713 | $109,359-63.7% | $162,163-75.5% | $72,985-45.6% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.6%+8.6pp | 69.5%+26.7pp |
| Annual return | 35.92% | 25.46%+10.5pp | 115.59%-79.7pp | 81.00%-45.1pp |
| Employer contribution / active EE | $2,923 | $3,907-25.2% | $5,614-47.9% | $2,440+19.8% |
| Participant deferral / active EE | $3,633 | $5,481-33.7% | $7,298-50.2% | $3,607+0.7% |
| Admin fee / account holder | $2,232 | $7,972-72.0% | $10,843-79.4% | $5,124-56.5% |