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 | $38,650 | $93,571-58.7% | $135,903-71.6% | $75,163-48.6% |
| Participation rate | 95.8% | 75.2%+20.7pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 18.70% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,377 | $3,537-32.8% | $4,856-51.1% | $2,670-11.0% |
| Participant deferral / active EE | $6,443 | $6,404+0.6% | $7,758-16.9% | $4,125+56.2% |
| Admin fee / account holder | $915 | $6,975-86.9% | $10,762-91.5% | $5,651-83.8% |