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 | $52,841 | $135,952-61.1% | $123,892-57.3% | $273,961-80.7% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 6.55% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,643 | $5,170-10.2% | $4,617+0.6% | $4,869-4.6% |
| Participant deferral / active EE | $10,084 | $6,343+59.0% | $5,984+68.5% | $5,287+90.7% |
| Admin fee / account holder | $27,608 | $9,817+181.2% | $8,357+230.4% | $10,132+172.5% |