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 | $49,260 | $80,968-39.2% | $96,544-49.0% | $75,163-34.5% |
| Participation rate | 81.4% | 71.8%+9.7pp | 76.0%+5.5pp | 67.2%+14.2pp |
| Annual return | 15.78% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,040 | $2,282+33.2% | $2,965+2.5% | $2,670+13.9% |
| Participant deferral / active EE | $9,005 | $3,928+129.2% | $4,851+85.6% | $4,125+118.3% |
| Admin fee / account holder | $529 | $6,724-92.1% | $8,252-93.6% | $5,651-90.6% |