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 | $41,948 | $117,983-64.4% | $101,794-58.8% | $142,382-70.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 10.09% | 36.92%-26.8pp | 30.53%-20.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,562 | $2,773+100.6% | $2,289+143.0% | $4,299+29.4% |
| Participant deferral / active EE | $5,707 | $4,714+21.1% | $4,084+39.7% | $6,507-12.3% |
| Admin fee / account holder | $17,781 | $10,433+70.4% | $8,777+102.6% | $12,624+40.9% |