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 8-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 | $44,207 | $80,717-45.2% | $154,803-71.4% | $84,808-47.9% |
| Participation rate | 88.4% | 66.8%+21.6pp | 78.1%+10.3pp | 68.3%+20.1pp |
| Annual return | 16.05% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,887 | $2,761+40.8% | $4,305-9.7% | $2,631+47.8% |
| Participant deferral / active EE | $10,152 | $3,303+207.3% | $5,540+83.2% | $4,212+141.0% |
| Admin fee / account holder | $9,780 | $6,746+45.0% | $14,329-31.7% | $7,344+33.2% |