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 | $56,413 | $87,013-35.2% | $106,213-46.9% | $80,856-30.2% |
| Participation rate | 95.1% | 70.4%+24.7pp | 75.3%+19.8pp | 67.6%+27.5pp |
| Annual return | 10.26% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,135 | $2,395-10.9% | $3,171-32.7% | $2,755-22.5% |
| Participant deferral / active EE | $5,599 | $3,986+40.5% | $5,016+11.6% | $4,296+30.3% |
| Admin fee / account holder | $6,305 | $8,431-25.2% | $11,033-42.9% | $6,918-8.9% |