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 10-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 | $53,991 | $86,929-37.9% | $102,423-47.3% | $80,856-33.2% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.6%+6.1pp |
| Annual return | 11.68% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,580 | $2,369+8.9% | $3,023-14.7% | $2,755-6.3% |
| Participant deferral / active EE | $2,571 | $4,118-37.6% | $5,053-49.1% | $4,296-40.1% |
| Admin fee / account holder | $1,513 | $8,049-81.2% | $9,451-84.0% | $6,918-78.1% |