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 6-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 | $34,061 | $109,881-69.0% | $150,045-77.3% | $84,808-59.8% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 25.77% | 28.25%-2.5pp | 62.55%-36.8pp | 40.90%-15.1pp |
| Employer contribution / active EE | $5,869 | $3,561+64.8% | $4,693+25.1% | $2,631+123.1% |
| Participant deferral / active EE | $9,606 | $6,636+44.8% | $7,997+20.1% | $4,212+128.1% |
| Admin fee / account holder | $2,120 | $8,568-75.3% | $13,435-84.2% | $7,344-71.1% |