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 10-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 | $55,823 | $109,881-49.2% | $150,045-62.8% | $84,808-34.2% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 44.43% | 28.25%+16.2pp | 62.55%-18.1pp | 40.90%+3.5pp |
| Employer contribution / active EE | $4,565 | $3,561+28.2% | $4,693-2.7% | $2,631+73.5% |
| Participant deferral / active EE | $9,256 | $6,636+39.5% | $7,997+15.7% | $4,212+119.8% |
| Admin fee / account holder | $601 | $8,568-93.0% | $13,435-95.5% | $7,344-91.8% |