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 | $49,936 | $78,422-36.3% | $95,952-48.0% | $79,858-37.5% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.5pp |
| Annual return | 11.73% | 19.37%-7.6pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,462 | $1,945-24.8% | $2,541-42.5% | $2,471-40.8% |
| Participant deferral / active EE | $2,579 | $3,440-25.0% | $4,167-38.1% | $3,740-31.0% |
| Admin fee / account holder | $9,398 | $5,622+67.2% | $6,795+38.3% | $5,306+77.1% |