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 3-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 | $49,766 | $148,978-66.6% | $200,582-75.2% | $84,808-41.3% |
| Participation rate | 91.2% | 84.2%+7.0pp | 86.9%+4.3pp | 68.3%+22.9pp |
| Annual return | 21.28% | 28.16%-6.9pp | 42.33%-21.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,233 | $4,815-53.6% | $6,419-65.2% | $2,631-15.1% |
| Participant deferral / active EE | $10,976 | $7,142+53.7% | $9,331+17.6% | $4,212+160.6% |
| Admin fee / account holder | $4,879 | $13,977-65.1% | $16,305-70.1% | $7,344-33.6% |