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 | $41,793 | $72,277-42.2% | $101,248-58.7% | $79,858-47.7% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 14.33% | 22.30%-8.0pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,959 | $2,692+9.9% | $3,660-19.1% | $2,471+19.8% |
| Participant deferral / active EE | $1,823 | $3,282-44.4% | $4,370-58.3% | $3,740-51.3% |
| Admin fee / account holder | $733 | $4,400-83.3% | $5,945-87.7% | $5,306-86.2% |