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 | $36,373 | $109,881-66.9% | $150,045-75.8% | $84,808-57.1% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 21.57% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,733 | $3,561+32.9% | $4,693+0.9% | $2,631+79.9% |
| Participant deferral / active EE | $9,668 | $6,636+45.7% | $7,997+20.9% | $4,212+129.6% |
| Admin fee / account holder | $4,613 | $8,568-46.2% | $13,435-65.7% | $7,344-37.2% |