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 | $52,892 | $153,772-65.6% | $133,980-60.5% | $273,961-80.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 12.55% | 36.51%-24.0pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,108 | $6,029-65.0% | $5,211-59.6% | $4,869-56.7% |
| Participant deferral / active EE | $10,186 | $6,958+46.4% | $6,282+62.2% | $5,287+92.7% |
| Admin fee / account holder | $2,481 | $11,765-78.9% | $9,324-73.4% | $10,132-75.5% |