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 7-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 | $53,122 | $81,248-34.6% | $155,509-65.8% | $80,856-34.3% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 20.25% | 33.31%-13.1pp | 64.67%-44.4pp | 35.59%-15.3pp |
| Employer contribution / active EE | $3,723 | $3,100+20.1% | $4,672-20.3% | $2,755+35.2% |
| Participant deferral / active EE | $6,279 | $3,452+81.9% | $5,626+11.6% | $4,296+46.2% |
| Admin fee / account holder | $5,353 | $7,997-33.1% | $15,912-66.4% | $6,918-22.6% |