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 | $51,850 | $109,881-52.8% | $150,045-65.4% | $84,808-38.9% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 20.01% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $5,842 | $3,561+64.0% | $4,693+24.5% | $2,631+122.0% |
| Participant deferral / active EE | $13,258 | $6,636+99.8% | $7,997+65.8% | $4,212+214.8% |
| Admin fee / account holder | $6,295 | $8,568-26.5% | $13,435-53.1% | $7,344-14.3% |