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 9-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 | $49,253 | $109,881-55.2% | $150,045-67.2% | $84,808-41.9% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 21.77% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,005 | $3,561+40.6% | $4,693+6.7% | $2,631+90.2% |
| Participant deferral / active EE | $9,541 | $6,636+43.8% | $7,997+19.3% | $4,212+126.5% |
| Admin fee / account holder | $1,010 | $8,568-88.2% | $13,435-92.5% | $7,344-86.3% |