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 5-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 | $41,726 | $93,571-55.4% | $135,903-69.3% | $75,163-44.5% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.6pp | 67.2%+28.4pp |
| Annual return | 32.25% | 30.90%+1.3pp | 68.23%-36.0pp | 160.62%-128.4pp |
| Employer contribution / active EE | $7,652 | $3,537+116.4% | $4,856+57.6% | $2,670+186.6% |
| Participant deferral / active EE | $11,132 | $6,404+73.8% | $7,758+43.5% | $4,125+169.9% |
| Admin fee / account holder | $2,567 | $6,975-63.2% | $10,762-76.1% | $5,651-54.6% |