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 7-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 | $45,892 | $51,175-10.3% | $70,515-34.9% | $75,163-38.9% |
| Participation rate | 75.9% | 60.9%+14.9pp | 68.3%+7.5pp | 67.2%+8.7pp |
| Annual return | 23.25% | 30.02%-6.8pp | 32.77%-9.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,874 | $1,826+57.4% | $2,973-3.3% | $2,670+7.7% |
| Participant deferral / active EE | $4,824 | $2,849+69.3% | $4,567+5.6% | $4,125+16.9% |
| Admin fee / account holder | $5,287 | $4,091+29.3% | $6,412-17.5% | $5,651-6.4% |