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 | $43,053 | $65,365-34.1% | $92,893-53.7% | $72,985-41.0% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 16.86% | 42.10%-25.2pp | 109.41%-92.6pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,377 | $2,594-46.9% | $3,653-62.3% | $2,440-43.5% |
| Participant deferral / active EE | $3,401 | $3,128+8.7% | $4,236-19.7% | $3,607-5.7% |
| Admin fee / account holder | $14,406 | $4,251+238.8% | $5,794+148.6% | $5,124+181.1% |