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 4-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 | $30,391 | $74,927-59.4% | $101,794-70.1% | $84,808-64.2% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.2%+8.6pp | 68.3%+9.5pp |
| Annual return | 50.44% | 18.70%+31.7pp | 30.53%+19.9pp | 40.90%+9.5pp |
| Employer contribution / active EE | $3,169 | $1,522+108.2% | $2,289+38.4% | $2,631+20.4% |
| Participant deferral / active EE | $6,099 | $3,099+96.8% | $4,084+49.4% | $4,212+44.8% |
| Admin fee / account holder | $1,648 | $6,514-74.7% | $8,777-81.2% | $7,344-77.6% |