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 10-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 | $41,651 | $89,355-53.4% | $141,162-70.5% | $72,985-42.9% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 29.10% | 111.85%-82.8pp | 71.39%-42.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $2,236 | $3,114-28.2% | $4,735-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $9,448 | $5,418+74.4% | $6,709+40.8% | $3,607+161.9% |
| Admin fee / account holder | $2,686 | $5,958-54.9% | $10,261-73.8% | $5,124-47.6% |