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 | $31,037 | $109,881-71.8% | $150,045-79.3% | $84,808-63.4% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 21.63% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $4,684 | $3,561+31.5% | $4,693-0.2% | $2,631+78.0% |
| Participant deferral / active EE | $11,246 | $6,636+69.5% | $7,997+40.6% | $4,212+167.0% |
| Admin fee / account holder | $5,790 | $8,568-32.4% | $13,435-56.9% | $7,344-21.2% |