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 | $52,258 | $80,673-35.2% | $101,326-48.4% | $84,808-38.4% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 16.36% | 38.95%-22.6pp | 36.82%-20.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $461 | $2,698-82.9% | $3,665-87.4% | $2,631-82.5% |
| Participant deferral / active EE | $4,385 | $6,840-35.9% | $7,994-45.1% | $4,212+4.1% |
| Admin fee / account holder | $14,627 | $12,784+14.4% | $11,185+30.8% | $7,344+99.2% |