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 | $45,509 | $80,717-43.6% | $154,803-70.6% | $84,808-46.3% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 23.12% | 37.96%-14.8pp | 58.88%-35.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $5,439 | $2,761+97.0% | $4,305+26.3% | $2,631+106.7% |
| Participant deferral / active EE | $12,974 | $3,303+292.8% | $5,540+134.2% | $4,212+208.1% |
| Admin fee / account holder | $6,428 | $6,746-4.7% | $14,329-55.1% | $7,344-12.5% |