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 | $55,609 | $80,673-31.1% | $101,326-45.1% | $84,808-34.4% |
| Participation rate | 89.6% | 77.8%+11.8pp | 81.5%+8.1pp | 68.3%+21.2pp |
| Annual return | 20.82% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,095 | $2,698-59.4% | $3,665-70.1% | $2,631-58.4% |
| Participant deferral / active EE | $8,702 | $6,840+27.2% | $7,994+8.9% | $4,212+106.6% |
| Admin fee / account holder | $1,975 | $12,784-84.6% | $11,185-82.3% | $7,344-73.1% |