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 6-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 | $26,832 | $80,673-66.7% | $101,326-73.5% | $84,808-68.4% |
| Participation rate | 97.1% | 77.8%+19.3pp | 81.5%+15.6pp | 68.3%+28.8pp |
| Annual return | 34.35% | 38.95%-4.6pp | 36.82%-2.5pp | 40.90%-6.5pp |
| Employer contribution / active EE | $5,906 | $2,698+118.9% | $3,665+61.1% | $2,631+124.5% |
| Participant deferral / active EE | $10,616 | $6,840+55.2% | $7,994+32.8% | $4,212+152.1% |
| Admin fee / account holder | $2,409 | $12,784-81.2% | $11,185-78.5% | $7,344-67.2% |