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 | $42,477 | $101,724-58.2% | $164,813-74.2% | $80,856-47.5% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 12.31% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,339 | $2,953-20.8% | $4,341-46.1% | $2,755-15.1% |
| Participant deferral / active EE | $4,487 | $4,477+0.2% | $6,031-25.6% | $4,296+4.5% |
| Admin fee / account holder | $10,449 | $8,227+27.0% | $12,690-17.7% | $6,918+51.0% |