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 6-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 | $53,139 | $106,515-50.1% | $96,683-45.0% | $139,434-61.9% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 14.12% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,300 | $4,103-43.9% | $3,737-38.4% | $4,751-51.6% |
| Participant deferral / active EE | $4,870 | $5,454-10.7% | $4,878-0.2% | $6,710-27.4% |
| Admin fee / account holder | $15,915 | $7,877+102.1% | $6,730+136.5% | $11,403+39.6% |