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 | $40,087 | $72,277-44.5% | $101,248-60.4% | $79,858-49.8% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 18.92% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $3,456 | $2,692+28.4% | $3,660-5.6% | $2,471+39.9% |
| Participant deferral / active EE | $7,060 | $3,282+115.1% | $4,370+61.6% | $3,740+88.8% |
| Admin fee / account holder | $585 | $4,400-86.7% | $5,945-90.2% | $5,306-89.0% |