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 | $40,044 | $65,365-38.7% | $92,893-56.9% | $72,985-45.1% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 23.61% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $7,153 | $2,594+175.7% | $3,653+95.8% | $2,440+193.2% |
| Participant deferral / active EE | $5,088 | $3,128+62.6% | $4,236+20.1% | $3,607+41.0% |
| Admin fee / account holder | $1,845 | $4,251-56.6% | $5,794-68.1% | $5,124-64.0% |