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 | $40,433 | $109,881-63.2% | $150,045-73.1% | $84,808-52.3% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 19.21% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,217 | $3,561-9.7% | $4,693-31.5% | $2,631+22.3% |
| Participant deferral / active EE | $11,781 | $6,636+77.5% | $7,997+47.3% | $4,212+179.7% |
| Admin fee / account holder | $17,491 | $8,568+104.1% | $13,435+30.2% | $7,344+138.2% |