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 3-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 | $50,488 | $95,803-47.3% | $113,168-55.4% | $84,808-40.5% |
| Participation rate | 91.3% | 72.9%+18.4pp | 76.6%+14.7pp | 68.3%+23.0pp |
| Annual return | 21.75% | 25.00%-3.3pp | 24.27%-2.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $4,849 | $2,360+105.5% | $2,975+63.0% | $2,631+84.3% |
| Participant deferral / active EE | $8,713 | $4,242+105.4% | $5,107+70.6% | $4,212+106.9% |
| Admin fee / account holder | $3,301 | $8,989-63.3% | $12,068-72.6% | $7,344-55.0% |