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 | $47,999 | $106,584-55.0% | $101,326-52.6% | $142,382-66.3% |
| Participation rate | 85.0% | 82.7%+2.3pp | 81.5%+3.5pp | 80.1%+4.9pp |
| Annual return | 23.28% | 36.93%-13.7pp | 36.82%-13.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $5,550 | $3,956+40.3% | $3,665+51.4% | $4,299+29.1% |
| Participant deferral / active EE | $11,154 | $8,297+34.4% | $7,994+39.5% | $6,507+71.4% |
| Admin fee / account holder | $1,881 | $11,446-83.6% | $11,185-83.2% | $12,624-85.1% |