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 4-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 | $47,230 | $80,673-41.5% | $101,326-53.4% | $84,808-44.3% |
| Participation rate | 85.2% | 77.8%+7.4pp | 81.5%+3.7pp | 68.3%+16.9pp |
| Annual return | 17.87% | 38.95%-21.1pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,076 | $2,698+162.3% | $3,665+93.1% | $2,631+169.0% |
| Participant deferral / active EE | $5,245 | $6,840-23.3% | $7,994-34.4% | $4,212+24.5% |
| Admin fee / account holder | $523 | $12,784-95.9% | $11,185-95.3% | $7,344-92.9% |