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 | $34,946 | $89,753-61.1% | $107,525-67.5% | $84,808-58.8% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 21.22% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,521 | $3,113-19.0% | $3,754-32.8% | $2,631-4.2% |
| Participant deferral / active EE | $3,293 | $4,056-18.8% | $5,116-35.6% | $4,212-21.8% |
| Admin fee / account holder | $1,959 | $7,222-72.9% | $8,919-78.0% | $7,344-73.3% |