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 | $53,546 | $89,753-40.3% | $107,525-50.2% | $84,808-36.9% |
| Participation rate | 92.5% | 68.1%+24.4pp | 75.1%+17.4pp | 68.3%+24.1pp |
| Annual return | 13.68% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,625 | $3,113-15.7% | $3,754-30.1% | $2,631-0.2% |
| Participant deferral / active EE | $5,197 | $4,056+28.1% | $5,116+1.6% | $4,212+23.4% |
| Admin fee / account holder | $3,180 | $7,222-56.0% | $8,919-64.3% | $7,344-56.7% |