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 5-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 | $50,517 | $118,450-57.4% | $98,439-48.7% | $139,434-63.8% |
| Participation rate | 86.7% | 77.4%+9.2pp | 75.2%+11.5pp | 80.3%+6.3pp |
| Annual return | 23.36% | 18.94%+4.4pp | 21.16%+2.2pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,032 | $3,609+39.4% | $3,048+65.1% | $4,751+5.9% |
| Participant deferral / active EE | $11,761 | $5,392+118.1% | $4,738+148.2% | $6,710+75.3% |
| Admin fee / account holder | $4,769 | $14,026-66.0% | $8,948-46.7% | $11,403-58.2% |