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 | $35,396 | $91,190-61.2% | $178,490-80.2% | $79,858-55.7% |
| Participation rate | 86.0% | 69.2%+16.8pp | 81.9%+4.1pp | 69.6%+16.4pp |
| Annual return | 20.05% | 24.19%-4.1pp | 151.07%-131.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $4,013 | $3,256+23.3% | $5,011-19.9% | $2,471+62.4% |
| Participant deferral / active EE | $7,095 | $3,236+119.2% | $5,202+36.4% | $3,740+89.7% |
| Admin fee / account holder | $8,442 | $6,751+25.0% | $13,984-39.6% | $5,306+59.1% |