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 5-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 | $46,785 | $89,753-47.9% | $107,525-56.5% | $84,808-44.8% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 18.54% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,741 | $3,113+52.3% | $3,754+26.3% | $2,631+80.2% |
| Participant deferral / active EE | $4,479 | $4,056+10.4% | $5,116-12.4% | $4,212+6.3% |
| Admin fee / account holder | $1,345 | $7,222-81.4% | $8,919-84.9% | $7,344-81.7% |