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 8-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 | $49,142 | $109,881-55.3% | $150,045-67.2% | $84,808-42.1% |
| Participation rate | 94.8% | 76.1%+18.7pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 22.08% | 28.25%-6.2pp | 62.55%-40.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $4,806 | $3,561+35.0% | $4,693+2.4% | $2,631+82.7% |
| Participant deferral / active EE | $10,508 | $6,636+58.4% | $7,997+31.4% | $4,212+149.5% |
| Admin fee / account holder | $3,961 | $8,568-53.8% | $13,435-70.5% | $7,344-46.1% |