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 | $42,235 | $80,673-47.6% | $101,326-58.3% | $84,808-50.2% |
| Participation rate | 97.3% | 77.8%+19.5pp | 81.5%+15.8pp | 68.3%+29.0pp |
| Annual return | 20.80% | 38.95%-18.2pp | 36.82%-16.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,690 | $2,698+36.8% | $3,665+0.7% | $2,631+40.2% |
| Participant deferral / active EE | $6,735 | $6,840-1.5% | $7,994-15.7% | $4,212+59.9% |
| Admin fee / account holder | $866 | $12,784-93.2% | $11,185-92.3% | $7,344-88.2% |