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 5-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 | $34,562 | $80,717-57.2% | $154,803-77.7% | $84,808-59.2% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 22.62% | 37.96%-15.3pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $5,935 | $2,761+114.9% | $4,305+37.8% | $2,631+125.6% |
| Participant deferral / active EE | $4,392 | $3,303+33.0% | $5,540-20.7% | $4,212+4.3% |
| Admin fee / account holder | $1,190 | $6,746-82.4% | $14,329-91.7% | $7,344-83.8% |