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 | $34,847 | $89,753-61.2% | $107,525-67.6% | $84,808-58.9% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 20.55% | 29.48%-8.9pp | 181.32%-160.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $9,057 | $3,113+190.9% | $3,754+141.3% | $2,631+244.3% |
| Participant deferral / active EE | $5,283 | $4,056+30.3% | $5,116+3.3% | $4,212+25.4% |
| Admin fee / account holder | $1,651 | $7,222-77.1% | $8,919-81.5% | $7,344-77.5% |