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 10-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 | $38,664 | $89,753-56.9% | $107,525-64.0% | $84,808-54.4% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 16.08% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $9,950 | $3,113+219.6% | $3,754+165.1% | $2,631+278.2% |
| Participant deferral / active EE | $2,627 | $4,056-35.2% | $5,116-48.7% | $4,212-37.6% |
| Admin fee / account holder | $8,237 | $7,222+14.1% | $8,919-7.6% | $7,344+12.2% |