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 4-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 | $34,183 | $73,933-53.8% | $96,683-64.6% | $75,163-54.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 74.3%+13.7pp | 67.2%+20.8pp |
| Annual return | 23.05% | 26.70%-3.7pp | 35.69%-12.6pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,082 | $2,928+5.3% | $3,737-17.5% | $2,670+15.4% |
| Participant deferral / active EE | $5,635 | $3,659+54.0% | $4,878+15.5% | $4,125+36.6% |
| Admin fee / account holder | $1,100 | $5,216-78.9% | $6,730-83.7% | $5,651-80.5% |