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 | $34,915 | $71,050-50.9% | $93,606-62.7% | $80,856-56.8% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 15.31% | 11.26%+4.1pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,468 | $1,564+57.9% | $2,420+2.0% | $2,755-10.4% |
| Participant deferral / active EE | $5,264 | $4,034+30.5% | $4,411+19.3% | $4,296+22.5% |
| Admin fee / account holder | $1,435 | $6,945-79.3% | $8,285-82.7% | $6,918-79.3% |