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 | $53,367 | $64,480-17.2% | $81,382-34.4% | $80,856-34.0% |
| Participation rate | 72.7% | 63.9%+8.9pp | 69.5%+3.2pp | 67.6%+5.1pp |
| Annual return | 18.10% | 16.34%+1.8pp | 24.73%-6.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,231 | $1,978+12.7% | $2,463-9.4% | $2,755-19.0% |
| Participant deferral / active EE | $2,809 | $3,094-9.2% | $3,883-27.7% | $4,296-34.6% |
| Admin fee / account holder | $11,003 | $5,671+94.0% | $5,768+90.8% | $6,918+59.1% |