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 7-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 | $44,336 | $77,503-42.8% | $100,391-55.8% | $80,856-45.2% |
| Participation rate | 97.3% | 76.9%+20.4pp | 81.5%+15.8pp | 67.6%+29.7pp |
| Annual return | 35.27% | 37.20%-1.9pp | 49.20%-13.9pp | 35.59%-0.3pp |
| Employer contribution / active EE | $4,244 | $2,801+51.5% | $3,942+7.7% | $2,755+54.1% |
| Participant deferral / active EE | $11,320 | $6,820+66.0% | $8,082+40.1% | $4,296+163.5% |
| Admin fee / account holder | $1,183 | $5,897-79.9% | $7,899-85.0% | $6,918-82.9% |