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 7-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 | $54,488 | $95,803-43.1% | $113,168-51.9% | $84,808-35.8% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 18.69% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,921 | $2,360-18.6% | $2,975-35.4% | $2,631-27.0% |
| Participant deferral / active EE | $4,801 | $4,242+13.2% | $5,107-6.0% | $4,212+14.0% |
| Admin fee / account holder | $524 | $8,989-94.2% | $12,068-95.7% | $7,344-92.9% |