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 | $48,442 | $77,503-37.5% | $100,391-51.7% | $80,856-40.1% |
| Participation rate | 94.0% | 76.9%+17.1pp | 81.5%+12.5pp | 67.6%+26.4pp |
| Annual return | 15.41% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,549 | $2,801-9.0% | $3,942-35.3% | $2,755-7.5% |
| Participant deferral / active EE | $3,869 | $6,820-43.3% | $8,082-52.1% | $4,296-9.9% |
| Admin fee / account holder | $1,359 | $5,897-76.9% | $7,899-82.8% | $6,918-80.3% |