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 | $29,887 | $89,753-66.7% | $107,525-72.2% | $84,808-64.8% |
| Participation rate | 77.4% | 68.1%+9.4pp | 75.1%+2.3pp | 68.3%+9.1pp |
| Annual return | 20.35% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,327 | $3,113+6.9% | $3,754-11.4% | $2,631+26.5% |
| Participant deferral / active EE | $4,906 | $4,056+20.9% | $5,116-4.1% | $4,212+16.5% |
| Admin fee / account holder | $4,627 | $7,222-35.9% | $8,919-48.1% | $7,344-37.0% |