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 | $50,674 | $109,881-53.9% | $150,045-66.2% | $84,808-40.2% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 19.79% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,668 | $3,561-25.1% | $4,693-43.2% | $2,631+1.4% |
| Participant deferral / active EE | $9,437 | $6,636+42.2% | $7,997+18.0% | $4,212+124.1% |
| Admin fee / account holder | $2,429 | $8,568-71.7% | $13,435-81.9% | $7,344-66.9% |