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 5-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 | $53,775 | $72,277-25.6% | $101,248-46.9% | $79,858-32.7% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 13.24% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,043 | $2,692-24.1% | $3,660-44.2% | $2,471-17.3% |
| Participant deferral / active EE | $7,601 | $3,282+131.6% | $4,370+73.9% | $3,740+103.2% |
| Admin fee / account holder | $3,501 | $4,400-20.4% | $5,945-41.1% | $5,306-34.0% |