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 3-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 | $30,677 | $114,381-73.2% | $107,525-71.5% | $142,382-78.5% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 23.37% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,844 | $4,015-29.2% | $3,754-24.2% | $4,299-33.8% |
| Participant deferral / active EE | $6,356 | $5,564+14.2% | $5,116+24.2% | $6,507-2.3% |
| Admin fee / account holder | $1,783 | $9,860-81.9% | $8,919-80.0% | $12,624-85.9% |