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 10-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 | $42,128 | $93,571-55.0% | $135,903-69.0% | $75,163-44.0% |
| Participation rate | 97.3% | 75.2%+22.2pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 24.64% | 30.90%-6.3pp | 68.23%-43.6pp | 160.62%-136.0pp |
| Employer contribution / active EE | $3,174 | $3,537-10.3% | $4,856-34.6% | $2,670+18.9% |
| Participant deferral / active EE | $9,365 | $6,404+46.2% | $7,758+20.7% | $4,125+127.0% |
| Admin fee / account holder | $3,415 | $6,975-51.0% | $10,762-68.3% | $5,651-39.6% |