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 | $51,654 | $79,944-35.4% | $98,439-47.5% | $75,163-31.3% |
| Participation rate | 93.6% | 70.4%+23.2pp | 75.2%+18.5pp | 67.2%+26.4pp |
| Annual return | 14.71% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,701 | $2,264-24.9% | $3,048-44.2% | $2,670-36.3% |
| Participant deferral / active EE | $4,235 | $3,752+12.9% | $4,738-10.6% | $4,125+2.7% |
| Admin fee / account holder | $1,096 | $6,840-84.0% | $8,948-87.7% | $5,651-80.6% |