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 | $53,897 | $74,927-28.1% | $101,794-47.1% | $84,808-36.4% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.2%+25.3pp | 68.3%+26.1pp |
| Annual return | 14.77% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,008 | $1,522+32.0% | $2,289-12.3% | $2,631-23.7% |
| Participant deferral / active EE | $3,044 | $3,099-1.8% | $4,084-25.5% | $4,212-27.7% |
| Admin fee / account holder | $16,680 | $6,514+156.1% | $8,777+90.0% | $7,344+127.1% |