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 | $53,974 | $109,413-50.7% | $156,263-65.5% | $84,808-36.4% |
| Participation rate | 92.6% | 72.7%+19.9pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 16.03% | 20.18%-4.2pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,958 | $2,907+1.7% | $4,333-31.7% | $2,631+12.4% |
| Participant deferral / active EE | $2,203 | $4,590-52.0% | $6,158-64.2% | $4,212-47.7% |
| Admin fee / account holder | $1,256 | $9,357-86.6% | $14,255-91.2% | $7,344-82.9% |