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 | $41,949 | $60,892-31.1% | $82,389-49.1% | $84,808-50.5% |
| Participation rate | 83.9% | 63.3%+20.6pp | 69.5%+14.3pp | 68.3%+15.6pp |
| Annual return | 16.95% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,220 | $1,779+80.9% | $2,517+27.9% | $2,631+22.4% |
| Participant deferral / active EE | $4,986 | $3,179+56.8% | $4,155+20.0% | $4,212+18.4% |
| Admin fee / account holder | $5,761 | $5,467+5.4% | $7,231-20.3% | $7,344-21.5% |