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 | $51,972 | $57,828-10.1% | $117,039-55.6% | $70,131-25.9% |
| Participation rate | 93.0% | 67.1%+25.9pp | 77.2%+15.8pp | 69.5%+23.5pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,834 | $1,816+1.0% | $3,785-51.5% | $2,342-21.7% |
| Participant deferral / active EE | $4,047 | $2,438+66.0% | $3,929+3.0% | $3,332+21.5% |
| Admin fee / account holder | $832 | $3,548-76.6% | $5,974-86.1% | $4,645-82.1% |