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 | $41,473 | $89,753-53.8% | $107,525-61.4% | $84,808-51.1% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 15.17% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,760 | $3,113-43.5% | $3,754-53.1% | $2,631-33.1% |
| Participant deferral / active EE | $4,342 | $4,056+7.0% | $5,116-15.1% | $4,212+3.1% |
| Admin fee / account holder | $8,792 | $7,222+21.7% | $8,919-1.4% | $7,344+19.7% |