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 | $51,804 | $148,978-65.2% | $200,582-74.2% | $84,808-38.9% |
| Participation rate | 98.5% | 84.2%+14.3pp | 86.9%+11.6pp | 68.3%+30.2pp |
| Annual return | 14.10% | 28.16%-14.1pp | 42.33%-28.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,011 | $4,815-58.2% | $6,419-68.7% | $2,631-23.6% |
| Participant deferral / active EE | $4,305 | $7,142-39.7% | $9,331-53.9% | $4,212+2.2% |
| Admin fee / account holder | $378 | $13,977-97.3% | $16,305-97.7% | $7,344-94.9% |