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 | $53,874 | $125,758-57.2% | $169,993-68.3% | $75,163-28.3% |
| Participation rate | 70.6% | 83.6%-13.0pp | 87.0%-16.4pp | 67.2%+3.4pp |
| Annual return | 30.36% | 27.20%+3.2pp | 53.37%-23.0pp | 160.62%-130.3pp |
| Employer contribution / active EE | $3,844 | $4,615-16.7% | $6,785-43.4% | $2,670+44.0% |
| Participant deferral / active EE | $5,376 | $6,837-21.4% | $10,408-48.3% | $4,125+30.3% |
| Admin fee / account holder | $2,957 | $8,173-63.8% | $12,815-76.9% | $5,651-47.7% |