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 | $44,814 | $109,881-59.2% | $150,045-70.1% | $84,808-47.2% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 17.64% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,306 | $3,561-7.2% | $4,693-29.5% | $2,631+25.7% |
| Participant deferral / active EE | $5,071 | $6,636-23.6% | $7,997-36.6% | $4,212+20.4% |
| Admin fee / account holder | $2,359 | $8,568-72.5% | $13,435-82.4% | $7,344-67.9% |