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 | $43,163 | $80,673-46.5% | $101,326-57.4% | $84,808-49.1% |
| Participation rate | 94.3% | 77.8%+16.5pp | 81.5%+12.8pp | 68.3%+26.0pp |
| Annual return | 37.86% | 38.95%-1.1pp | 36.82%+1.0pp | 40.90%-3.0pp |
| Employer contribution / active EE | $5,936 | $2,698+120.0% | $3,665+61.9% | $2,631+125.6% |
| Participant deferral / active EE | $10,744 | $6,840+57.1% | $7,994+34.4% | $4,212+155.1% |
| Admin fee / account holder | $1,852 | $12,784-85.5% | $11,185-83.4% | $7,344-74.8% |