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 | $57,544 | $94,625-39.2% | $116,228-50.5% | $84,808-32.1% |
| Participation rate | 95.8% | 70.4%+25.4pp | 74.6%+21.3pp | 68.3%+27.5pp |
| Annual return | 16.19% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,352 | $2,347-42.4% | $2,994-54.8% | $2,631-48.6% |
| Participant deferral / active EE | $4,538 | $3,972+14.2% | $4,953-8.4% | $4,212+7.7% |
| Admin fee / account holder | $8,211 | $10,091-18.6% | $11,989-31.5% | $7,344+11.8% |