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 | $53,050 | $89,698-40.9% | $103,476-48.7% | $80,856-34.4% |
| Participation rate | 94.1% | 76.0%+18.2pp | 80.5%+13.6pp | 67.6%+26.5pp |
| Annual return | 49.54% | 22.78%+26.8pp | 23.90%+25.6pp | 35.59%+13.9pp |
| Employer contribution / active EE | $5,332 | $4,018+32.7% | $4,672+14.1% | $2,755+93.6% |
| Participant deferral / active EE | $12,090 | $5,456+121.6% | $6,623+82.5% | $4,296+181.4% |
| Admin fee / account holder | $4,712 | $6,768-30.4% | $9,413-49.9% | $6,918-31.9% |