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 | $41,073 | $68,719-40.2% | $91,541-55.1% | $84,808-51.6% |
| Participation rate | 84.1% | 64.5%+19.6pp | 69.8%+14.3pp | 68.3%+15.8pp |
| Annual return | 24.77% | 19.12%+5.6pp | 20.50%+4.3pp | 40.90%-16.1pp |
| Employer contribution / active EE | $3,159 | $1,920+64.5% | $2,505+26.1% | $2,631+20.1% |
| Participant deferral / active EE | $4,403 | $3,136+40.4% | $4,008+9.9% | $4,212+4.6% |
| Admin fee / account holder | $887 | $5,786-84.7% | $6,956-87.2% | $7,344-87.9% |