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 | $51,817 | $68,547-24.4% | $120,354-56.9% | $80,856-35.9% |
| Participation rate | 96.3% | 61.6%+34.7pp | 71.9%+24.4pp | 67.6%+28.7pp |
| Annual return | 11.22% | 23.60%-12.4pp | 107.15%-95.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,532 | $2,051+72.2% | $3,463+2.0% | $2,755+28.2% |
| Participant deferral / active EE | $5,304 | $3,173+67.1% | $4,991+6.3% | $4,296+23.5% |
| Admin fee / account holder | $2,516 | $5,732-56.1% | $9,423-73.3% | $6,918-63.6% |