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 | $49,365 | $81,460-39.4% | $103,333-52.2% | $80,856-38.9% |
| Participation rate | 94.2% | 66.8%+27.4pp | 74.5%+19.7pp | 67.6%+26.6pp |
| Annual return | 10.74% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,701 | $3,105-13.0% | $3,868-30.2% | $2,755-2.0% |
| Participant deferral / active EE | $5,449 | $3,869+40.8% | $5,057+7.7% | $4,296+26.8% |
| Admin fee / account holder | $5,800 | $6,566-11.7% | $8,355-30.6% | $6,918-16.2% |