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 | $56,673 | $181,894-68.8% | $156,549-63.8% | $273,961-79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.80% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,049 | $6,248-67.2% | $5,501-62.8% | $4,869-57.9% |
| Participant deferral / active EE | $2,263 | $5,550-59.2% | $4,871-53.5% | $5,287-57.2% |
| Admin fee / account holder | $1,138 | $15,559-92.7% | $13,027-91.3% | $10,132-88.8% |