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 7-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 | $58,849 | $163,101-63.9% | $136,749-57.0% | $142,382-58.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 18.06% | 27.54%-9.5pp | 24.33%-6.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,483 | $4,117-64.0% | $3,400-56.4% | $4,299-65.5% |
| Participant deferral / active EE | $5,573 | $5,585-0.2% | $4,692+18.8% | $6,507-14.4% |
| Admin fee / account holder | $3,210 | $14,318-77.6% | $11,386-71.8% | $12,624-74.6% |