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 9-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 | $57,524 | $80,717-28.7% | $154,803-62.8% | $84,808-32.2% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 20.54% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,503 | $2,761-9.3% | $4,305-41.9% | $2,631-4.9% |
| Participant deferral / active EE | $4,808 | $3,303+45.6% | $5,540-13.2% | $4,212+14.2% |
| Admin fee / account holder | $503 | $6,746-92.5% | $14,329-96.5% | $7,344-93.2% |