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 6-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 | $53,249 | $109,881-51.5% | $150,045-64.5% | $84,808-37.2% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 21.25% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $3,812 | $3,561+7.0% | $4,693-18.8% | $2,631+44.9% |
| Participant deferral / active EE | $8,395 | $6,636+26.5% | $7,997+5.0% | $4,212+99.3% |
| Admin fee / account holder | $3,353 | $8,568-60.9% | $13,435-75.0% | $7,344-54.3% |