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 | $48,295 | $109,881-56.0% | $150,045-67.8% | $84,808-43.1% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 19.03% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $6,089 | $3,561+71.0% | $4,693+29.7% | $2,631+131.4% |
| Participant deferral / active EE | $11,629 | $6,636+75.2% | $7,997+45.4% | $4,212+176.1% |
| Admin fee / account holder | $4,417 | $8,568-48.5% | $13,435-67.1% | $7,344-39.9% |