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 6-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 | $44,662 | $117,983-62.1% | $101,794-56.1% | $142,382-68.6% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 17.29% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,354 | $2,773+21.0% | $2,289+46.5% | $4,299-22.0% |
| Participant deferral / active EE | $5,855 | $4,714+24.2% | $4,084+43.4% | $6,507-10.0% |
| Admin fee / account holder | $7,727 | $10,433-25.9% | $8,777-12.0% | $12,624-38.8% |