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 | $47,951 | $74,927-36.0% | $101,794-52.9% | $84,808-43.5% |
| Participation rate | 97.0% | 61.4%+35.6pp | 69.2%+27.8pp | 68.3%+28.7pp |
| Annual return | 21.57% | 18.70%+2.9pp | 30.53%-9.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,125 | $1,522+105.4% | $2,289+36.5% | $2,631+18.8% |
| Participant deferral / active EE | $7,030 | $3,099+126.8% | $4,084+72.1% | $4,212+66.9% |
| Admin fee / account holder | $976 | $6,514-85.0% | $8,777-88.9% | $7,344-86.7% |