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 | $33,908 | $65,365-48.1% | $92,893-63.5% | $72,985-53.5% |
| Participation rate | 98.2% | 68.3%+29.9pp | 76.0%+22.2pp | 69.5%+28.7pp |
| Annual return | 25.39% | 42.10%-16.7pp | 109.41%-84.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $5,240 | $2,594+102.0% | $3,653+43.5% | $2,440+114.8% |
| Participant deferral / active EE | $3,165 | $3,128+1.2% | $4,236-25.3% | $3,607-12.3% |
| Admin fee / account holder | $505 | $4,251-88.1% | $5,794-91.3% | $5,124-90.2% |