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 | $38,452 | $109,881-65.0% | $150,045-74.4% | $84,808-54.7% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 23.82% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $5,152 | $3,561+44.7% | $4,693+9.8% | $2,631+95.8% |
| Participant deferral / active EE | $10,868 | $6,636+63.8% | $7,997+35.9% | $4,212+158.0% |
| Admin fee / account holder | $4,631 | $8,568-45.9% | $13,435-65.5% | $7,344-36.9% |