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 | $43,665 | $89,753-51.3% | $107,525-59.4% | $84,808-48.5% |
| Participation rate | 81.5% | 68.1%+13.5pp | 75.1%+6.5pp | 68.3%+13.2pp |
| Annual return | 15.42% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,702 | $3,113+18.9% | $3,754-1.4% | $2,631+40.7% |
| Participant deferral / active EE | $5,694 | $4,056+40.4% | $5,116+11.3% | $4,212+35.2% |
| Admin fee / account holder | $2,742 | $7,222-62.0% | $8,919-69.3% | $7,344-62.7% |