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 | $53,339 | $93,571-43.0% | $135,903-60.8% | $75,163-29.0% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 18.35% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,520 | $3,537+27.8% | $4,856-6.9% | $2,670+69.3% |
| Participant deferral / active EE | $11,888 | $6,404+85.6% | $7,758+53.2% | $4,125+188.2% |
| Admin fee / account holder | $1,898 | $6,975-72.8% | $10,762-82.4% | $5,651-66.4% |