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 | $39,499 | $95,803-58.8% | $113,168-65.1% | $84,808-53.4% |
| Participation rate | 98.1% | 72.9%+25.3pp | 76.6%+21.6pp | 68.3%+29.8pp |
| Annual return | 17.36% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,131 | $2,360+32.7% | $2,975+5.2% | $2,631+19.0% |
| Participant deferral / active EE | $6,439 | $4,242+51.8% | $5,107+26.1% | $4,212+52.9% |
| Admin fee / account holder | $5,080 | $8,989-43.5% | $12,068-57.9% | $7,344-30.8% |