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 4-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 | $49,991 | $74,927-33.3% | $101,794-50.9% | $84,808-41.1% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.2%+24.8pp | 68.3%+25.6pp |
| Annual return | 16.54% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,135 | $1,522+106.0% | $2,289+36.9% | $2,631+19.1% |
| Participant deferral / active EE | $8,497 | $3,099+174.2% | $4,084+108.1% | $4,212+101.8% |
| Admin fee / account holder | $6,510 | $6,514-0.1% | $8,777-25.8% | $7,344-11.4% |