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 | $50,360 | $81,460-38.2% | $103,333-51.3% | $80,856-37.7% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 24.64% | 25.55%-0.9pp | 24.88%-0.2pp | 35.59%-11.0pp |
| Employer contribution / active EE | $2,739 | $3,105-11.8% | $3,868-29.2% | $2,755-0.6% |
| Participant deferral / active EE | $4,383 | $3,869+13.3% | $5,057-13.3% | $4,296+2.0% |
| Admin fee / account holder | $359 | $6,566-94.5% | $8,355-95.7% | $6,918-94.8% |