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 5-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 | $42,874 | $109,881-61.0% | $150,045-71.4% | $84,808-49.4% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 22.04% | 28.25%-6.2pp | 62.55%-40.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $3,103 | $3,561-12.9% | $4,693-33.9% | $2,631+17.9% |
| Participant deferral / active EE | $10,481 | $6,636+57.9% | $7,997+31.1% | $4,212+148.9% |
| Admin fee / account holder | $1,228 | $8,568-85.7% | $13,435-90.9% | $7,344-83.3% |