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 8-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 | $56,549 | $70,250-19.5% | $386,318-85.4% | $116,875-51.6% |
| Participation rate | 93.1% | 68.3%+24.9pp | 67.7%+25.4pp | 74.5%+18.6pp |
| Annual return | 24.83% | 17.57%+7.3pp | -2.64%+27.5pp | 16.29%+8.5pp |
| Employer contribution / active EE | $1,598 | $2,512-36.4% | $4,025-60.3% | $3,288-51.4% |
| Participant deferral / active EE | $5,352 | $3,180+68.3% | $3,524+51.9% | $3,885+37.8% |
| Admin fee / account holder | $4,307 | $7,267-40.7% | $16,179-73.4% | $12,263-64.9% |