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 6-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 | $51,340 | $107,452-52.2% | $91,541-43.9% | $142,382-63.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.8%+21.9pp | 80.1%+11.5pp |
| Annual return | 19.12% | 22.06%-2.9pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,417 | $2,994+147.7% | $2,505+196.2% | $4,299+72.5% |
| Participant deferral / active EE | $12,050 | $4,754+153.5% | $4,008+200.7% | $6,507+85.2% |
| Admin fee / account holder | $19,155 | $8,834+116.8% | $6,956+175.4% | $12,624+51.7% |