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 | $50,058 | $135,952-63.2% | $123,892-59.6% | $273,961-81.7% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 11.56% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,925 | $5,170-43.4% | $4,617-36.6% | $4,869-39.9% |
| Participant deferral / active EE | $5,875 | $6,343-7.4% | $5,984-1.8% | $5,287+11.1% |
| Admin fee / account holder | $1,600 | $9,817-83.7% | $8,357-80.9% | $10,132-84.2% |