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 | $47,666 | $77,899-38.8% | $149,673-68.2% | $75,163-36.6% |
| Participation rate | 88.7% | 65.6%+23.1pp | 78.8%+9.9pp | 67.2%+21.5pp |
| Annual return | 21.78% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,595 | $3,137+46.4% | $4,818-4.6% | $2,670+72.1% |
| Participant deferral / active EE | $4,228 | $3,411+24.0% | $5,680-25.6% | $4,125+2.5% |
| Admin fee / account holder | $665 | $5,956-88.8% | $13,210-95.0% | $5,651-88.2% |