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 | $48,484 | $77,899-37.8% | $149,673-67.6% | $75,163-35.5% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.4pp |
| Annual return | 29.60% | 31.72%-2.1pp | 134.42%-104.8pp | 160.62%-131.0pp |
| Employer contribution / active EE | $2,076 | $3,137-33.8% | $4,818-56.9% | $2,670-22.2% |
| Participant deferral / active EE | $4,647 | $3,411+36.2% | $5,680-18.2% | $4,125+12.6% |
| Admin fee / account holder | $870 | $5,956-85.4% | $13,210-93.4% | $5,651-84.6% |