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 6-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 | $29,335 | $89,753-67.3% | $107,525-72.7% | $84,808-65.4% |
| Participation rate | 73.7% | 68.1%+5.6pp | 75.1%-1.4pp | 68.3%+5.4pp |
| Annual return | 27.75% | 29.48%-1.7pp | 181.32%-153.6pp | 40.90%-13.1pp |
| Employer contribution / active EE | $3,222 | $3,113+3.5% | $3,754-14.2% | $2,631+22.5% |
| Participant deferral / active EE | $7,686 | $4,056+89.5% | $5,116+50.2% | $4,212+82.5% |
| Admin fee / account holder | $1,622 | $7,222-77.5% | $8,919-81.8% | $7,344-77.9% |