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 | $50,442 | $95,803-47.3% | $113,168-55.4% | $84,808-40.5% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 17.76% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,209 | $2,360-6.4% | $2,975-25.8% | $2,631-16.1% |
| Participant deferral / active EE | $4,230 | $4,242-0.3% | $5,107-17.2% | $4,212+0.4% |
| Admin fee / account holder | $11,555 | $8,989+28.6% | $12,068-4.2% | $7,344+57.3% |