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 | $45,525 | $73,933-38.4% | $96,683-52.9% | $75,163-39.4% |
| Participation rate | 77.6% | 66.4%+11.1pp | 74.3%+3.2pp | 67.2%+10.4pp |
| Annual return | 19.90% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,804 | $2,928+98.2% | $3,737+55.3% | $2,670+117.4% |
| Participant deferral / active EE | $2,464 | $3,659-32.7% | $4,878-49.5% | $4,125-40.3% |
| Admin fee / account holder | $907 | $5,216-82.6% | $6,730-86.5% | $5,651-83.9% |