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 8-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 | $35,540 | $58,208-38.9% | $81,812-56.6% | $80,856-56.0% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.3pp | 67.6%+25.0pp |
| Annual return | 11.13% | 41.66%-30.5pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,051 | $2,340+30.4% | $2,912+4.8% | $2,755+10.8% |
| Participant deferral / active EE | $4,680 | $3,281+42.7% | $4,319+8.4% | $4,296+8.9% |
| Admin fee / account holder | $7,245 | $4,981+45.4% | $7,386-1.9% | $6,918+4.7% |