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 4-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 | $54,706 | $80,673-32.2% | $101,326-46.0% | $84,808-35.5% |
| Participation rate | 93.2% | 77.8%+15.4pp | 81.5%+11.7pp | 68.3%+24.9pp |
| Annual return | 28.96% | 38.95%-10.0pp | 36.82%-7.9pp | 40.90%-11.9pp |
| Employer contribution / active EE | $5,089 | $2,698+88.6% | $3,665+38.8% | $2,631+93.4% |
| Participant deferral / active EE | $9,775 | $6,840+42.9% | $7,994+22.3% | $4,212+132.1% |
| Admin fee / account holder | $3,484 | $12,784-72.7% | $11,185-68.9% | $7,344-52.6% |