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 | $41,384 | $93,571-55.8% | $135,903-69.5% | $75,163-44.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 35.82% | 30.90%+4.9pp | 68.23%-32.4pp | 160.62%-124.8pp |
| Employer contribution / active EE | $3,205 | $3,537-9.4% | $4,856-34.0% | $2,670+20.1% |
| Participant deferral / active EE | $6,882 | $6,404+7.5% | $7,758-11.3% | $4,125+66.8% |
| Admin fee / account holder | $5,185 | $6,975-25.7% | $10,762-51.8% | $5,651-8.3% |