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 | $40,141 | $81,248-50.6% | $155,509-74.2% | $80,856-50.4% |
| Participation rate | 78.4% | 66.2%+12.1pp | 78.2%+0.2pp | 67.6%+10.7pp |
| Annual return | 11.17% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,062 | $3,100+31.0% | $4,672-13.1% | $2,755+47.5% |
| Participant deferral / active EE | $4,238 | $3,452+22.8% | $5,626-24.7% | $4,296-1.3% |
| Admin fee / account holder | $3,530 | $7,997-55.9% | $15,912-77.8% | $6,918-49.0% |