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 6-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 | $52,255 | $107,452-51.4% | $91,541-42.9% | $142,382-63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.51% | 22.06%-0.5pp | 20.50%+1.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $758 | $2,994-74.7% | $2,505-69.7% | $4,299-82.4% |
| Participant deferral / active EE | $1,016 | $4,754-78.6% | $4,008-74.6% | $6,507-84.4% |
| Admin fee / account holder | $1,859 | $8,834-79.0% | $6,956-73.3% | $12,624-85.3% |