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 | $50,533 | $83,477-39.5% | $125,175-59.6% | $72,985-30.8% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.5%+18.6pp |
| Annual return | 24.12% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,708 | $2,345+58.1% | $3,865-4.1% | $2,440+52.0% |
| Participant deferral / active EE | $7,983 | $3,585+122.7% | $4,937+61.7% | $3,607+121.3% |
| Admin fee / account holder | $1,114 | $5,517-79.8% | $9,702-88.5% | $5,124-78.3% |