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 | $55,260 | $65,365-15.5% | $92,893-40.5% | $72,985-24.3% |
| Participation rate | 84.3% | 68.3%+16.0pp | 76.0%+8.3pp | 69.5%+14.8pp |
| Annual return | 25.97% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,958 | $2,594-24.5% | $3,653-46.4% | $2,440-19.8% |
| Participant deferral / active EE | $3,404 | $3,128+8.8% | $4,236-19.6% | $3,607-5.6% |
| Admin fee / account holder | $12,354 | $4,251+190.6% | $5,794+113.2% | $5,124+141.1% |