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 | $54,524 | $109,881-50.4% | $150,045-63.7% | $84,808-35.7% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 23.71% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $4,380 | $3,561+23.0% | $4,693-6.7% | $2,631+66.5% |
| Participant deferral / active EE | $8,086 | $6,636+21.9% | $7,997+1.1% | $4,212+92.0% |
| Admin fee / account holder | $1,014 | $8,568-88.2% | $13,435-92.5% | $7,344-86.2% |