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 | $39,613 | $72,277-45.2% | $101,248-60.9% | $79,858-50.4% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 19.35% | 22.30%-3.0pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,941 | $2,692+9.3% | $3,660-19.6% | $2,471+19.0% |
| Participant deferral / active EE | $5,279 | $3,282+60.9% | $4,370+20.8% | $3,740+41.1% |
| Admin fee / account holder | $6,057 | $4,400+37.7% | $5,945+1.9% | $5,306+14.2% |