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 | $32,834 | $93,571-64.9% | $135,903-75.8% | $75,163-56.3% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 28.81% | 30.90%-2.1pp | 68.23%-39.4pp | 160.62%-131.8pp |
| Employer contribution / active EE | $6,492 | $3,537+83.6% | $4,856+33.7% | $2,670+143.2% |
| Participant deferral / active EE | $10,987 | $6,404+71.6% | $7,758+41.6% | $4,125+166.4% |
| Admin fee / account holder | $945 | $6,975-86.4% | $10,762-91.2% | $5,651-83.3% |