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 5-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 | $48,501 | $109,881-55.9% | $150,045-67.7% | $84,808-42.8% |
| Participation rate | 95.3% | 76.1%+19.3pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 19.51% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $6,085 | $3,561+70.9% | $4,693+29.6% | $2,631+131.3% |
| Participant deferral / active EE | $11,569 | $6,636+74.3% | $7,997+44.7% | $4,212+174.7% |
| Admin fee / account holder | $8,793 | $8,568+2.6% | $13,435-34.5% | $7,344+19.7% |