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 3-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 | $52,291 | $127,065-58.8% | $113,168-53.8% | $142,382-63.3% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 20.84% | 24.03%-3.2pp | 24.27%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,406 | $3,442+28.0% | $2,975+48.1% | $4,299+2.5% |
| Participant deferral / active EE | $9,336 | $5,716+63.3% | $5,107+82.8% | $6,507+43.5% |
| Admin fee / account holder | $4,686 | $15,736-70.2% | $12,068-61.2% | $12,624-62.9% |