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 | $41,031 | $72,277-43.2% | $101,248-59.5% | $79,858-48.6% |
| Participation rate | 88.0% | 68.5%+19.5pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | 15.99% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,229 | $2,692-54.4% | $3,660-66.4% | $2,471-50.3% |
| Participant deferral / active EE | $1,623 | $3,282-50.5% | $4,370-62.9% | $3,740-56.6% |
| Admin fee / account holder | $6,564 | $4,400+49.2% | $5,945+10.4% | $5,306+23.7% |