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 6-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 | $48,529 | $109,881-55.8% | $150,045-67.7% | $84,808-42.8% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,337 | $3,561-34.4% | $4,693-50.2% | $2,631-11.2% |
| Participant deferral / active EE | $4,228 | $6,636-36.3% | $7,997-47.1% | $4,212+0.4% |
| Admin fee / account holder | $2,007 | $8,568-76.6% | $13,435-85.1% | $7,344-72.7% |