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 | $35,900 | $89,753-60.0% | $107,525-66.6% | $84,808-57.7% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 18.17% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,127 | $3,113+32.6% | $3,754+10.0% | $2,631+56.9% |
| Participant deferral / active EE | $4,132 | $4,056+1.9% | $5,116-19.2% | $4,212-1.9% |
| Admin fee / account holder | $2,849 | $7,222-60.6% | $8,919-68.1% | $7,344-61.2% |