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 | $54,872 | $106,515-48.5% | $96,683-43.2% | $139,434-60.6% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 16.63% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,945 | $4,103+20.5% | $3,737+32.3% | $4,751+4.1% |
| Participant deferral / active EE | $4,220 | $5,454-22.6% | $4,878-13.5% | $6,710-37.1% |
| Admin fee / account holder | $6,429 | $7,877-18.4% | $6,730-4.5% | $11,403-43.6% |