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 | $42,937 | $89,355-51.9% | $141,162-69.6% | $72,985-41.2% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 26.95% | 111.85%-84.9pp | 71.39%-44.4pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,477 | $3,114+11.6% | $4,735-26.6% | $2,440+42.5% |
| Participant deferral / active EE | $6,519 | $5,418+20.3% | $6,709-2.8% | $3,607+80.7% |
| Admin fee / account holder | $1,267 | $5,958-78.7% | $10,261-87.7% | $5,124-75.3% |