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 | $45,395 | $109,881-58.7% | $150,045-69.7% | $84,808-46.5% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,827 | $3,561+35.5% | $4,693+2.8% | $2,631+83.5% |
| Participant deferral / active EE | $9,559 | $6,636+44.1% | $7,997+19.5% | $4,212+127.0% |
| Admin fee / account holder | $3,263 | $8,568-61.9% | $13,435-75.7% | $7,344-55.6% |