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 3-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 | $29,900 | $93,170-67.9% | $100,534-70.3% | $84,808-64.7% |
| Participation rate | 86.3% | 75.8%+10.4pp | 80.6%+5.7pp | 68.3%+18.0pp |
| Annual return | 26.80% | 47.13%-20.3pp | 32.66%-5.9pp | 40.90%-14.1pp |
| Employer contribution / active EE | $3,580 | $3,985-10.2% | $4,346-17.6% | $2,631+36.1% |
| Participant deferral / active EE | $6,239 | $5,699+9.5% | $6,144+1.6% | $4,212+48.1% |
| Admin fee / account holder | $449 | $7,382-93.9% | $7,654-94.1% | $7,344-93.9% |