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 | $53,194 | $101,724-47.7% | $164,813-67.7% | $80,856-34.2% |
| Participation rate | 73.6% | 71.8%+1.8pp | 78.6%-5.0pp | 67.6%+6.0pp |
| Annual return | 19.01% | 16.72%+2.3pp | 69.93%-50.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,042 | $2,953-30.9% | $4,341-53.0% | $2,755-25.9% |
| Participant deferral / active EE | $8,497 | $4,477+89.8% | $6,031+40.9% | $4,296+97.8% |
| Admin fee / account holder | $1,892 | $8,227-77.0% | $12,690-85.1% | $6,918-72.6% |