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 | $47,067 | $72,012-34.6% | $185,823-74.7% | $79,858-41.1% |
| Participation rate | 77.4% | 65.8%+11.6pp | 78.0%-0.6pp | 69.6%+7.7pp |
| Annual return | 17.22% | 23.12%-5.9pp | 35.95%-18.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $821 | $1,965-58.2% | $4,087-79.9% | $2,471-66.8% |
| Participant deferral / active EE | $2,618 | $3,779-30.7% | $5,632-53.5% | $3,740-30.0% |
| Admin fee / account holder | $1,666 | $4,513-63.1% | $9,500-82.5% | $5,306-68.6% |