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 | $51,921 | $109,881-52.7% | $150,045-65.4% | $84,808-38.8% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,070 | $3,561-13.8% | $4,693-34.6% | $2,631+16.7% |
| Participant deferral / active EE | $7,673 | $6,636+15.6% | $7,997-4.1% | $4,212+82.2% |
| Admin fee / account holder | $2,236 | $8,568-73.9% | $13,435-83.4% | $7,344-69.6% |