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 | $41,396 | $53,822-23.1% | $75,696-45.3% | $85,850-51.8% |
| Participation rate | 93.3% | 69.1%+24.3pp | 74.8%+18.5pp | 69.3%+24.0pp |
| Annual return | 30.82% | 24.54%+6.3pp | 104.53%-73.7pp | 318.53%-287.7pp |
| Employer contribution / active EE | $3,665 | $2,017+81.7% | $2,743+33.6% | $2,565+42.9% |
| Participant deferral / active EE | $2,268 | $2,895-21.7% | $3,821-40.6% | $3,952-42.6% |
| Admin fee / account holder | $1,442 | $3,343-56.8% | $3,619-60.1% | $6,260-77.0% |