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 9-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 | $50,779 | $138,347-63.3% | $184,203-72.4% | $80,856-37.2% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 13.11% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,283 | $4,850-52.9% | $6,427-64.5% | $2,755-17.1% |
| Participant deferral / active EE | $3,523 | $7,071-50.2% | $9,131-61.4% | $4,296-18.0% |
| Admin fee / account holder | $3,353 | $10,483-68.0% | $13,901-75.9% | $6,918-51.5% |