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 3-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 | $32,581 | $106,584-69.4% | $101,326-67.8% | $142,382-77.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 34.96% | 36.93%-2.0pp | 36.82%-1.9pp | 217.08%-182.1pp |
| Employer contribution / active EE | $7,202 | $3,956+82.1% | $3,665+96.5% | $4,299+67.5% |
| Participant deferral / active EE | $17,415 | $8,297+109.9% | $7,994+117.8% | $6,507+167.6% |
| Admin fee / account holder | $2,974 | $11,446-74.0% | $11,185-73.4% | $12,624-76.4% |