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 | $50,507 | $81,248-37.8% | $155,509-67.5% | $80,856-37.5% |
| Participation rate | 84.7% | 66.2%+18.5pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 12.31% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $11,615 | $3,100+274.7% | $4,672+148.6% | $2,755+321.6% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,359 | $7,997-58.0% | $15,912-78.9% | $6,918-51.4% |