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 | $38,638 | $109,881-64.8% | $150,045-74.2% | $84,808-54.4% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 19.81% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,182 | $3,561-38.7% | $4,693-53.5% | $2,631-17.1% |
| Participant deferral / active EE | $5,776 | $6,636-13.0% | $7,997-27.8% | $4,212+37.1% |
| Admin fee / account holder | $304 | $8,568-96.4% | $13,435-97.7% | $7,344-95.9% |