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 6-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 | $42,912 | $109,881-60.9% | $150,045-71.4% | $84,808-49.4% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 17.90% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,115 | $3,561+15.6% | $4,693-12.3% | $2,631+56.4% |
| Participant deferral / active EE | $6,840 | $6,636+3.1% | $7,997-14.5% | $4,212+62.4% |
| Admin fee / account holder | $5,185 | $8,568-39.5% | $13,435-61.4% | $7,344-29.4% |