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 | $51,087 | $163,101-68.7% | $136,749-62.6% | $142,382-64.1% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 22.73% | 27.54%-4.8pp | 24.33%-1.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,325 | $4,117-43.5% | $3,400-31.6% | $4,299-45.9% |
| Participant deferral / active EE | $9,537 | $5,585+70.8% | $4,692+103.3% | $6,507+46.6% |
| Admin fee / account holder | $476 | $14,318-96.7% | $11,386-95.8% | $12,624-96.2% |