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 | $38,318 | $93,571-59.0% | $135,903-71.8% | $75,163-49.0% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 26.60% | 30.90%-4.3pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $2,951 | $3,537-16.6% | $4,856-39.2% | $2,670+10.5% |
| Participant deferral / active EE | $8,546 | $6,404+33.4% | $7,758+10.2% | $4,125+107.2% |
| Admin fee / account holder | $1,208 | $6,975-82.7% | $10,762-88.8% | $5,651-78.6% |