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 5-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 | $35,938 | $127,065-71.7% | $113,168-68.2% | $142,382-74.8% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 18.87% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,283 | $3,442+53.5% | $2,975+77.6% | $4,299+22.9% |
| Participant deferral / active EE | $11,467 | $5,716+100.6% | $5,107+124.5% | $6,507+76.2% |
| Admin fee / account holder | $8,062 | $15,736-48.8% | $12,068-33.2% | $12,624-36.1% |