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 | $53,277 | $81,248-34.4% | $155,509-65.7% | $80,856-34.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,087 | $3,100-32.7% | $4,672-55.3% | $2,755-24.2% |
| Participant deferral / active EE | $2,094 | $3,452-39.3% | $5,626-62.8% | $4,296-51.2% |
| Admin fee / account holder | $2,877 | $7,997-64.0% | $15,912-81.9% | $6,918-58.4% |