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 4-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 | $47,795 | $109,881-56.5% | $150,045-68.1% | $84,808-43.6% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 20.66% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $4,574 | $3,561+28.4% | $4,693-2.5% | $2,631+73.9% |
| Participant deferral / active EE | $9,629 | $6,636+45.1% | $7,997+20.4% | $4,212+128.6% |
| Admin fee / account holder | $1,947 | $8,568-77.3% | $13,435-85.5% | $7,344-73.5% |