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 4-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 | $52,928 | $81,248-34.9% | $155,509-66.0% | $80,856-34.5% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 17.01% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,783 | $3,100+22.0% | $4,672-19.0% | $2,755+37.3% |
| Participant deferral / active EE | $5,182 | $3,452+50.1% | $5,626-7.9% | $4,296+20.6% |
| Admin fee / account holder | $1,929 | $7,997-75.9% | $15,912-87.9% | $6,918-72.1% |