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 | $33,057 | $93,571-64.7% | $135,903-75.7% | $75,163-56.0% |
| Participation rate | 73.2% | 75.2%-1.9pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 36.17% | 30.90%+5.3pp | 68.23%-32.1pp | 160.62%-124.5pp |
| Employer contribution / active EE | $4,835 | $3,537+36.7% | $4,856-0.4% | $2,670+81.1% |
| Participant deferral / active EE | $11,366 | $6,404+77.5% | $7,758+46.5% | $4,125+175.5% |
| Admin fee / account holder | $7,386 | $6,975+5.9% | $10,762-31.4% | $5,651+30.7% |