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 | $55,018 | $80,717-31.8% | $154,803-64.5% | $84,808-35.1% |
| Participation rate | 80.3% | 66.8%+13.5pp | 78.1%+2.3pp | 68.3%+12.0pp |
| Annual return | 19.94% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,403 | $2,761-49.2% | $4,305-67.4% | $2,631-46.7% |
| Participant deferral / active EE | $6,111 | $3,303+85.0% | $5,540+10.3% | $4,212+45.1% |
| Admin fee / account holder | $4,301 | $6,746-36.2% | $14,329-70.0% | $7,344-41.4% |