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 5-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 | $50,958 | $109,881-53.6% | $150,045-66.0% | $84,808-39.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,834 | $3,561+63.8% | $4,693+24.3% | $2,631+121.8% |
| Participant deferral / active EE | $11,040 | $6,636+66.4% | $7,997+38.0% | $4,212+162.1% |
| Admin fee / account holder | $3,321 | $8,568-61.2% | $13,435-75.3% | $7,344-54.8% |