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 5-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 | $34,406 | $61,272-43.8% | $149,673-77.0% | $71,457-51.9% |
| Participation rate | 74.6% | 62.5%+12.1pp | 78.8%-4.1pp | 67.9%+6.7pp |
| Annual return | 64.80% | 35.85%+29.0pp | 134.42%-69.6pp | 28.85%+36.0pp |
| Employer contribution / active EE | $1,696 | $2,378-28.7% | $4,818-64.8% | $2,588-34.5% |
| Participant deferral / active EE | $3,665 | $2,917+25.6% | $5,680-35.5% | $4,289-14.5% |
| Admin fee / account holder | $372 | $1,261-70.5% | $13,210-97.2% | $1,587-76.6% |