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 | $53,612 | $80,717-33.6% | $154,803-65.4% | $84,808-36.8% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.1pp | 68.3%+26.9pp |
| Annual return | 34.72% | 37.96%-3.2pp | 58.88%-24.2pp | 40.90%-6.2pp |
| Employer contribution / active EE | $7,128 | $2,761+158.1% | $4,305+65.5% | $2,631+170.9% |
| Participant deferral / active EE | $16,043 | $3,303+385.7% | $5,540+189.6% | $4,212+280.9% |
| Admin fee / account holder | $4,428 | $6,746-34.4% | $14,329-69.1% | $7,344-39.7% |