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 4-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 | $28,331 | $92,985-69.5% | $153,485-81.5% | $80,856-65.0% |
| Participation rate | 88.9% | 69.0%+19.9pp | 77.1%+11.8pp | 67.6%+21.3pp |
| Annual return | 15.41% | 19.95%-4.5pp | 15.65%-0.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $7,253 | $3,507+106.8% | $5,039+44.0% | $2,755+163.3% |
| Participant deferral / active EE | $6,266 | $5,178+21.0% | $6,757-7.3% | $4,296+45.9% |
| Admin fee / account holder | $1,907 | $8,880-78.5% | $12,724-85.0% | $6,918-72.4% |