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 8-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 | $36,156 | $89,753-59.7% | $107,525-66.4% | $84,808-57.4% |
| Participation rate | 95.2% | 68.1%+27.2pp | 75.1%+20.2pp | 68.3%+26.9pp |
| Annual return | 17.83% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,511 | $3,113-19.4% | $3,754-33.1% | $2,631-4.6% |
| Participant deferral / active EE | $5,136 | $4,056+26.6% | $5,116+0.4% | $4,212+22.0% |
| Admin fee / account holder | $7,688 | $7,222+6.5% | $8,919-13.8% | $7,344+4.7% |