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 7-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 | $43,812 | $87,013-49.6% | $106,213-58.8% | $80,856-45.8% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.3%+19.7pp | 67.6%+27.4pp |
| Annual return | 21.60% | 17.05%+4.6pp | 116.14%-94.5pp | 35.59%-14.0pp |
| Employer contribution / active EE | $3,272 | $2,395+36.6% | $3,171+3.2% | $2,755+18.8% |
| Participant deferral / active EE | $11,106 | $3,986+178.6% | $5,016+121.4% | $4,296+158.5% |
| Admin fee / account holder | $1,110 | $8,431-86.8% | $11,033-89.9% | $6,918-84.0% |