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 10-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 | $41,800 | $89,355-53.2% | $141,162-70.4% | $72,985-42.7% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 23.15% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,172 | $3,114+1.8% | $4,735-33.0% | $2,440+30.0% |
| Participant deferral / active EE | $6,825 | $5,418+26.0% | $6,709+1.7% | $3,607+89.2% |
| Admin fee / account holder | $3,132 | $5,958-47.4% | $10,261-69.5% | $5,124-38.9% |