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 | $27,629 | $74,927-63.1% | $101,794-72.9% | $84,808-67.4% |
| Participation rate | 84.2% | 61.4%+22.8pp | 69.2%+15.0pp | 68.3%+15.9pp |
| Annual return | 25.20% | 18.70%+6.5pp | 30.53%-5.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $4,100 | $1,522+169.4% | $2,289+79.1% | $2,631+55.9% |
| Participant deferral / active EE | $6,417 | $3,099+107.1% | $4,084+57.1% | $4,212+52.4% |
| Admin fee / account holder | $2,108 | $6,514-67.6% | $8,777-76.0% | $7,344-71.3% |