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 | $53,130 | $89,753-40.8% | $107,525-50.6% | $84,808-37.4% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 16.52% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,305 | $3,113+134.6% | $3,754+94.6% | $2,631+177.7% |
| Participant deferral / active EE | $6,025 | $4,056+48.5% | $5,116+17.8% | $4,212+43.1% |
| Admin fee / account holder | $4,733 | $7,222-34.5% | $8,919-46.9% | $7,344-35.6% |