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 4-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 | $55,867 | $68,719-18.7% | $91,541-39.0% | $84,808-34.1% |
| Participation rate | 90.4% | 64.5%+25.9pp | 69.8%+20.6pp | 68.3%+22.1pp |
| Annual return | 18.60% | 19.12%-0.5pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,737 | $1,920+146.7% | $2,505+89.1% | $2,631+80.0% |
| Participant deferral / active EE | $12,840 | $3,136+309.5% | $4,008+220.4% | $4,212+204.9% |
| Admin fee / account holder | $9,932 | $5,786+71.6% | $6,956+42.8% | $7,344+35.2% |