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 7-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 | $47,238 | $127,065-62.8% | $113,168-58.3% | $142,382-66.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 18.45% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,355 | $3,442-31.6% | $2,975-20.8% | $4,299-45.2% |
| Participant deferral / active EE | $3,632 | $5,716-36.5% | $5,107-28.9% | $6,507-44.2% |
| Admin fee / account holder | $9,473 | $15,736-39.8% | $12,068-21.5% | $12,624-25.0% |