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 8-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 | $50,929 | $89,753-43.3% | $107,525-52.6% | $84,808-39.9% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 18.32% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,108 | $3,113-0.2% | $3,754-17.2% | $2,631+18.1% |
| Participant deferral / active EE | $7,579 | $4,056+86.8% | $5,116+48.1% | $4,212+80.0% |
| Admin fee / account holder | $6,093 | $7,222-15.6% | $8,919-31.7% | $7,344-17.0% |