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 6-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 | $56,188 | $214,378-73.8% | $200,582-72.0% | $142,382-60.5% |
| Participation rate | 95.7% | 87.4%+8.2pp | 86.9%+8.8pp | 80.1%+15.5pp |
| Annual return | 14.74% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,995 | $6,841-41.6% | $6,419-37.8% | $4,299-7.1% |
| Participant deferral / active EE | $7,126 | $9,865-27.8% | $9,331-23.6% | $6,507+9.5% |
| Admin fee / account holder | $5,568 | $17,692-68.5% | $16,305-65.9% | $12,624-55.9% |