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 | $49,867 | $68,719-27.4% | $91,541-45.5% | $84,808-41.2% |
| Participation rate | 95.0% | 64.5%+30.5pp | 69.8%+25.2pp | 68.3%+26.7pp |
| Annual return | 16.11% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,867 | $1,920-2.8% | $2,505-25.5% | $2,631-29.0% |
| Participant deferral / active EE | $5,830 | $3,136+85.9% | $4,008+45.5% | $4,212+38.4% |
| Admin fee / account holder | $5,344 | $5,786-7.6% | $6,956-23.2% | $7,344-27.2% |