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 | $41,030 | $89,753-54.3% | $107,525-61.8% | $84,808-51.6% |
| Participation rate | 75.7% | 68.1%+7.6pp | 75.1%+0.6pp | 68.3%+7.4pp |
| Annual return | 16.40% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $8,132 | $3,113+161.2% | $3,754+116.6% | $2,631+209.1% |
| Participant deferral / active EE | $2,681 | $4,056-33.9% | $5,116-47.6% | $4,212-36.3% |
| Admin fee / account holder | $3,682 | $7,222-49.0% | $8,919-58.7% | $7,344-49.9% |