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 7-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 | $31,442 | $70,428-55.4% | $96,562-67.4% | $85,850-63.4% |
| Participation rate | 85.0% | 61.8%+23.2pp | 69.8%+15.2pp | 69.3%+15.7pp |
| Annual return | 14.82% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,962 | $1,413+109.6% | $2,356+25.7% | $2,565+15.5% |
| Participant deferral / active EE | $4,718 | $2,894+63.0% | $3,849+22.6% | $3,952+19.4% |
| Admin fee / account holder | $4,767 | $4,997-4.6% | $6,181-22.9% | $6,260-23.8% |