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 | $49,607 | $78,422-36.7% | $95,952-48.3% | $79,858-37.9% |
| Participation rate | 83.1% | 73.5%+9.6pp | 77.1%+6.0pp | 69.6%+13.4pp |
| Annual return | 16.16% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $879 | $1,945-54.8% | $2,541-65.4% | $2,471-64.4% |
| Participant deferral / active EE | $5,235 | $3,440+52.2% | $4,167+25.6% | $3,740+40.0% |
| Admin fee / account holder | $4,587 | $5,622-18.4% | $6,795-32.5% | $5,306-13.5% |