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 | $47,571 | $74,927-36.5% | $101,794-53.3% | $84,808-43.9% |
| Participation rate | 75.6% | 61.4%+14.2pp | 69.2%+6.4pp | 68.3%+7.2pp |
| Annual return | 16.40% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,103 | $1,522+103.9% | $2,289+35.6% | $2,631+17.9% |
| Participant deferral / active EE | $4,550 | $3,099+46.8% | $4,084+11.4% | $4,212+8.0% |
| Admin fee / account holder | $820 | $6,514-87.4% | $8,777-90.7% | $7,344-88.8% |