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 4-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 | $36,523 | $80,673-54.7% | $101,326-64.0% | $84,808-56.9% |
| Participation rate | 97.4% | 77.8%+19.6pp | 81.5%+15.9pp | 68.3%+29.1pp |
| Annual return | 22.09% | 38.95%-16.9pp | 36.82%-14.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $4,128 | $2,698+53.0% | $3,665+12.6% | $2,631+56.9% |
| Participant deferral / active EE | $8,429 | $6,840+23.2% | $7,994+5.4% | $4,212+100.1% |
| Admin fee / account holder | $13,257 | $12,784+3.7% | $11,185+18.5% | $7,344+80.5% |