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 | $50,442 | $109,881-54.1% | $150,045-66.4% | $84,808-40.5% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 18.31% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,061 | $3,561-42.1% | $4,693-56.1% | $2,631-21.6% |
| Participant deferral / active EE | $5,552 | $6,636-16.3% | $7,997-30.6% | $4,212+31.8% |
| Admin fee / account holder | $1,475 | $8,568-82.8% | $13,435-89.0% | $7,344-79.9% |