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 | $35,818 | $54,705-34.5% | $71,209-49.7% | $84,808-57.8% |
| Participation rate | 93.5% | 64.1%+29.5pp | 73.8%+19.8pp | 68.3%+25.2pp |
| Annual return | 17.75% | 35.90%-18.1pp | 282.51%-264.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,876 | $2,158+33.3% | $2,721+5.7% | $2,631+9.3% |
| Participant deferral / active EE | $6,519 | $3,030+115.1% | $4,175+56.1% | $4,212+54.8% |
| Admin fee / account holder | $5,478 | $4,863+12.6% | $5,349+2.4% | $7,344-25.4% |