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 | $45,120 | $95,803-52.9% | $113,168-60.1% | $84,808-46.8% |
| Participation rate | 94.9% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.6pp |
| Annual return | 40.97% | 25.00%+16.0pp | 24.27%+16.7pp | 40.90%+0.1pp |
| Employer contribution / active EE | $1,221 | $2,360-48.3% | $2,975-59.0% | $2,631-53.6% |
| Participant deferral / active EE | $7,266 | $4,242+71.3% | $5,107+42.3% | $4,212+72.5% |
| Admin fee / account holder | $1,264 | $8,989-85.9% | $12,068-89.5% | $7,344-82.8% |