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 | $32,205 | $89,698-64.1% | $103,476-68.9% | $80,856-60.2% |
| Participation rate | 88.5% | 76.0%+12.5pp | 80.5%+8.0pp | 67.6%+20.8pp |
| Annual return | 24.63% | 22.78%+1.9pp | 23.90%+0.7pp | 35.59%-11.0pp |
| Employer contribution / active EE | $5,397 | $4,018+34.3% | $4,672+15.5% | $2,755+95.9% |
| Participant deferral / active EE | $10,046 | $5,456+84.1% | $6,623+51.7% | $4,296+133.9% |
| Admin fee / account holder | $1,018 | $6,768-85.0% | $9,413-89.2% | $6,918-85.3% |