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 | $49,319 | $105,931-53.4% | $81,930-39.8% | $158,922-69.0% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.0%+19.7pp | 82.0%+9.7pp |
| Annual return | 23.45% | 38.17%-14.7pp | 29.49%-6.0pp | 302.83%-279.4pp |
| Employer contribution / active EE | $5,367 | $7,800-31.2% | $4,310+24.5% | $4,761+12.7% |
| Participant deferral / active EE | $9,410 | $13,003-27.6% | $7,107+32.4% | $5,982+57.3% |
| Admin fee / account holder | $2,007 | $8,489-76.4% | $5,158-61.1% | $11,246-82.2% |