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 | $32,007 | $78,422-59.2% | $95,952-66.6% | $79,858-59.9% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 20.55% | 19.37%+1.2pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,411 | $1,945+75.4% | $2,541+34.2% | $2,471+38.0% |
| Participant deferral / active EE | $6,847 | $3,440+99.0% | $4,167+64.3% | $3,740+83.1% |
| Admin fee / account holder | $3,673 | $5,622-34.7% | $6,795-46.0% | $5,306-30.8% |