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 3-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 | $42,473 | $163,101-74.0% | $136,749-68.9% | $142,382-70.2% |
| Participation rate | 95.0% | 78.2%+16.8pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 20.75% | 27.54%-6.8pp | 24.33%-3.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,676 | $4,117+62.2% | $3,400+96.4% | $4,299+55.3% |
| Participant deferral / active EE | $9,512 | $5,585+70.3% | $4,692+102.7% | $6,507+46.2% |
| Admin fee / account holder | $3,174 | $14,318-77.8% | $11,386-72.1% | $12,624-74.9% |