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 10-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 | $33,009 | $70,475-53.2% | $100,516-67.2% | $79,858-58.7% |
| Participation rate | 90.0% | 73.7%+16.3pp | 79.4%+10.6pp | 69.6%+20.4pp |
| Annual return | 42.19% | 21.90%+20.3pp | 30.89%+11.3pp | 31.71%+10.5pp |
| Employer contribution / active EE | $3,314 | $2,165+53.1% | $3,418-3.0% | $2,471+34.1% |
| Participant deferral / active EE | $7,323 | $5,181+41.3% | $6,270+16.8% | $3,740+95.8% |
| Admin fee / account holder | $1,665 | $4,478-62.8% | $8,081-79.4% | $5,306-68.6% |