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 4-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 | $54,856 | $77,503-29.2% | $100,391-45.4% | $80,856-32.2% |
| Participation rate | 94.9% | 76.9%+17.9pp | 81.5%+13.4pp | 67.6%+27.2pp |
| Annual return | 24.14% | 37.20%-13.1pp | 49.20%-25.1pp | 35.59%-11.5pp |
| Employer contribution / active EE | $4,949 | $2,801+76.7% | $3,942+25.5% | $2,755+79.6% |
| Participant deferral / active EE | $9,295 | $6,820+36.3% | $8,082+15.0% | $4,296+116.4% |
| Admin fee / account holder | $1,997 | $5,897-66.1% | $7,899-74.7% | $6,918-71.1% |