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 | $50,240 | $93,571-46.3% | $135,903-63.0% | $75,163-33.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.03% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,373 | $3,537-4.6% | $4,856-30.5% | $2,670+26.3% |
| Participant deferral / active EE | $8,426 | $6,404+31.6% | $7,758+8.6% | $4,125+104.3% |
| Admin fee / account holder | $9,551 | $6,975+36.9% | $10,762-11.3% | $5,651+69.0% |