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 | $40,693 | $80,717-49.6% | $154,803-73.7% | $84,808-52.0% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 22.61% | 37.96%-15.3pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,868 | $2,761+76.3% | $4,305+13.1% | $2,631+85.0% |
| Participant deferral / active EE | $5,217 | $3,303+58.0% | $5,540-5.8% | $4,212+23.9% |
| Admin fee / account holder | $493 | $6,746-92.7% | $14,329-96.6% | $7,344-93.3% |