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 5-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 | $39,667 | $68,547-42.1% | $120,354-67.0% | $80,856-50.9% |
| Participation rate | 81.1% | 61.6%+19.5pp | 71.9%+9.2pp | 67.6%+13.4pp |
| Annual return | 11.28% | 23.60%-12.3pp | 107.15%-95.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,912 | $2,051+42.0% | $3,463-15.9% | $2,755+5.7% |
| Participant deferral / active EE | $4,186 | $3,173+31.9% | $4,991-16.1% | $4,296-2.5% |
| Admin fee / account holder | $2,881 | $5,732-49.7% | $9,423-69.4% | $6,918-58.3% |