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 | $42,373 | $57,016-25.7% | $84,966-50.1% | $80,856-47.6% |
| Participation rate | 86.2% | 56.3%+29.9pp | 67.5%+18.7pp | 67.6%+18.6pp |
| Annual return | 12.34% | 21.66%-9.3pp | 66.38%-54.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,307 | $1,798+28.4% | $2,727-15.4% | $2,755-16.2% |
| Participant deferral / active EE | $6,099 | $3,110+96.1% | $4,519+35.0% | $4,296+42.0% |
| Admin fee / account holder | $3,022 | $4,980-39.3% | $6,149-50.8% | $6,918-56.3% |