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 | $30,764 | $64,480-52.3% | $81,382-62.2% | $80,856-62.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 14.99% | 16.34%-1.4pp | 24.73%-9.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,503 | $1,978+77.0% | $2,463+42.2% | $2,755+27.1% |
| Participant deferral / active EE | $5,040 | $3,094+62.9% | $3,883+29.8% | $4,296+17.3% |
| Admin fee / account holder | $3,418 | $5,671-39.7% | $5,768-40.7% | $6,918-50.6% |