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 8-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 | $42,728 | $86,891-50.8% | $142,449-70.0% | $75,163-43.2% |
| Participation rate | 75.6% | 68.5%+7.0pp | 76.8%-1.2pp | 67.2%+8.4pp |
| Annual return | 17.09% | 23.31%-6.2pp | 19.99%-2.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,686 | $3,355-19.9% | $4,847-44.6% | $2,670+0.6% |
| Participant deferral / active EE | $2,749 | $4,938-44.3% | $6,283-56.3% | $4,125-33.4% |
| Admin fee / account holder | $4,678 | $7,299-35.9% | $10,011-53.3% | $5,651-17.2% |