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 | $31,166 | $65,365-52.3% | $92,893-66.4% | $72,985-57.3% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 16.97% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $4,818 | $2,594+85.7% | $3,653+31.9% | $2,440+97.5% |
| Participant deferral / active EE | $1,772 | $3,128-43.4% | $4,236-58.2% | $3,607-50.9% |
| Admin fee / account holder | $2,860 | $4,251-32.7% | $5,794-50.6% | $5,124-44.2% |