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 | $48,679 | $109,881-55.7% | $150,045-67.6% | $84,808-42.6% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 23.14% | 28.25%-5.1pp | 62.55%-39.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $5,034 | $3,561+41.3% | $4,693+7.3% | $2,631+91.3% |
| Participant deferral / active EE | $9,984 | $6,636+50.5% | $7,997+24.8% | $4,212+137.1% |
| Admin fee / account holder | $12,792 | $8,568+49.3% | $13,435-4.8% | $7,344+74.2% |